Senior Financial Planner – Cornwall (Hybrid) in Truro

Senior Financial Planner – Cornwall (Hybrid) in Truro

Truro Full-Time On-site
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IDEX Consulting Ltd. in Cornwall is seeking a Senior Financial Planner to join a well-established wealth management business in Truro. The role offers a Β£98,000 basic salary with a discretionary bonus up to 30% and an established client bank worth around Β£35m-Β£40m AUM, plus ongoing income.

You’ll inherit a portfolio from day one and benefit from a supportive local team in a hybrid working arrangement. The successful candidate will be a Chartered Financial Planner with a strong background in

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Senior Financial Planner – Cornwall (Hybrid) in Truro employer: IDEX Consulting Ltd

As a Product Governance Manager at our Lloyd’s Syndicate in London, you will thrive in a dynamic and supportive work environment that prioritises employee growth and development. We offer a flexible four-day work week, fostering a healthy work-life balance while providing opportunities to engage with senior leadership and make impactful contributions to our governance framework. Join us to be part of a collaborative culture that values innovation and excellence in delivering customer outcomes.

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Contact Details:

IDEX Consulting Ltd Recruitment Team