Financial Planner

We're partnered with a prestigious professional services organisation, specialising in financial planning, accounting, tax, audit, advisory, and business services across the UK. We are seeking an experienced Financial Planner to join their growing team in the Nottinghamshire area.

This firm is renowned for its exceptional reputation and premium service, specialising in high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients with a strong focus on long-term relationships. Having experienced impressive growth over the past year, they have ambitious plans for continued expansion in the coming months.

This is a remarkable opportunity to work with a market-leading accountancy business while enjoying incredible earning potential. They are looking for a driven individual with a proven track record of managing HNW clients and handling complex financial cases. You will also be able to demonstrate success within developing and nurturing internal referral relationships.

Key Requirements:

Chartered status (or aspirations to become Chartered)
Proven experience in delivering regulated financial advice holding CAS/SPSConfident in managing HNW clients and navigating intricate casework

Able to influence internal stakeholders and colleagues

Passionate, proactive, and self-motivated

What's on

Offer:

Highly attractive commission structure

Equity opportunities within the firm Flexible, hybrid working arrangementsA ready made portfolio of potential clients from the professional services arm of the organisation

The successful candidate should be based in the Midlands area and be able to spend a certain portion of the week within the office the nurture the internal relationships but the role is flexible/hybrid.

If this opportunity aligns with your aspirations please reach out in confidence to t the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Our Diversity, Equity and Inclusion Mission 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.

Discipline(s):
Financial Services Job type:
Flexible / Work From Home