I’m excited to be partnering with a prestigious national firm, specialising in accounting, tax, audit, advisory and business services across the UK and Europe. They are looking for an experienced Financial Planner with a proven track record of working with HNW clients. The business are looking for this person to be local to Cornwall.
This firm is renowned for its exceptional reputation and premium service, specialising in high-net-worth and ultra-high-net-worth clients with a strong focus on long‑term relationships. Having experienced impressive growth over the past several years, they have ambitious plans for continued expansion in the coming months.
This is a remarkable opportunity to work with a market‑leading accountancy and financial planning 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.
Key Requirements (Must Have)
- Chartered status or close to achieving it
- Proven experience in delivering regulated financial advice, ideally holding CAS/SPS
- Confident in managing HNW and UHNW clients and navigating intricate casework
- Passionate, proactive and self‑motivated
What’s on Offer
- Highly attractive commission structure
- Potential equity within the firm
- Flexible, hybrid working arrangements
- Generous bonus incentives
- Sick leave pay
- Private medical insurance
- Enhanced family leave pay
- Birthdays off
- Wellness programmes, access to counselling & discounted gym memberships
If this opportunity aligns with your aspirations, or if you know someone who could be a good fit – please reach out in confidence to Samantha.durbridge@idexconsulting.com
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