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I'm excited to be partnering with a prestigious independent financial advice firm. They are seeking an experienced Financial Planner to join their growing team in their Plymouth office. This is an exceptional and rare opportunity to take over an established client bank from a retiring advisor.This firm is renowned for its exceptional reputation and premium service, specialising in high-net-worth (HNW clients with a strong focus on long-term relationships. Having experienced impressive growth over recent years, they have ambitious plans for continued expansion in the coming months with various acquisitions. Key Requirements:
- Diploma-qualified - preference to Chartered
- Proven experience in delivering regulated financial advice, ideally holding CAS/SPS.
- Confident in managing HNW clients and navigating intricate casework.
- Passionate, proactive, and self-motivated.
What's on Offer:
- Highly attractive commission structure.
- Flexible and hybrid working arrangements.
- Generous annual bonus incentives.
- Private medical insurance.
- 5% employer pension contribution.
- Sick leave - Long term sick pay.
- Birthdays off.
- 25 days annual leave - increases up to 3 weeks extra with long service.
If this opportunity aligns with your aspirations-or if you know someone who could be a perfect fit-please reach out in confidence to .
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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
