At a Glance
- Tasks: Provide expert financial advice to high-net-worth clients and manage complex financial cases.
- Company: Prestigious professional services firm with a strong reputation in financial planning.
- Benefits: Up to £70,000 basic salary, attractive commission, equity opportunities, and flexible working.
- Other info: Dynamic hybrid work environment with excellent career growth potential.
- Why this job: Join a growing team and make a real impact on clients' financial futures.
- Qualifications: Chartered status or aspirations, proven experience with HNW clients, and strong relationship-building skills.
The predicted salary is between 54000 - 66000 £ per year.
- Up to £70,000 basic plus excellent OTE + benefits
- Nottingham - Hybrid
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/SPS.
- Confident 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 arrangements.
- A 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
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Financial Advisor in Nottingham employer: IDEX Consulting Ltd
IDEX Consulting Ltd is an excellent employer that values innovation and integrity, offering a dynamic work culture where compliance and operational excellence are at the forefront of business growth. With flexible working arrangements and a commitment to employee development, team members are empowered to shape processes and drive meaningful change within the insurance sector. Join us in a role that not only challenges you but also rewards your contributions in a supportive environment.
