IDEX Consulting are partnering with a prestigious national wealth management firm who are seeking a Financial Planner to join their growing team to inherit an established client book - predominantly based across South Yorkshire and Lincolnshire.
This firm is renowned for its exceptional reputation and premium service, specialising in highly affluent and HNW 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 rare opportunity where you will be taking over an existing client book of c.100 clients. They are looking for a driven individual with experience of managing and advising clients, handling complex financial cases as well as having a record of new business generation.
Key Requirements:

*Level 4 qualified, Chartered preferred
*Proven experience in delivering regulated financial advice
*Confident in managing HNW clients and navigating intricate casework
*Passionate, proactive, and self-motivated

What’s on Offer:

*Market leading pension scheme that provides up to 15% Employer Contributions
*Highly attractive bonus structure
*30 days annual leave + bank holidays
*Flexible, hybrid working arrangements
*Private medical insurance
*Enhanced family insurance






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