Financial Planner

I\’m 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 Guildford 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 close to)
• 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 Guildford / Surrey 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 david.elders@idexconsulting.com.

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