I'm currently partnering with a leading wealth management firm who require a Financial Planner to join their team in Bristol. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this year.

With a client bank supplied, this individual needs to have experience managing high net-worth clients, and have a successful history of being able to deliver a high quality service, providing holistic financial advice.

Requirements:

• Minimum Diploma-qualified / Chartered desired
• Experience of giving regulated advice and ideally CAS / SPS
• Be able to demonstrate strong client service skills
• Need to be passionate, proactive, and be able to self-motivate

Perks:

• 30 days annual leave plus bank holidays
• Discretionary bonus
• Flexible and hybrid working - Bristol
• Private medical insurance
• Health-care cash plan
• Study support to develop and progress

The successful candidate will need to be local to Bristol and be Level 4 Diploma qualified, with a preference for Chartered.

If this role sounds like it could be for you, and you would like some more information please send your CV to Samantha.durbridge@idexconsulting.com

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.