Financial Advisor

Job description

Financial Planner – Up to £100,000 DOE – Hybrid / South West

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 clients in the medical sector.

This candidate can be based anywhere in the UK but there's a preference to be local to the South West.

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.

Key Requirements (Must Have):

• Must have strong knowledge/experience in the medical field
• 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 perfect fit -please reach out in confidence to Samantha.durbridge@idexconsulting.com

Financial Planner – Up to £100,000 DOE – Hybrid / South West

Extra information

Status

Open

Education Level

Secondary School

Location

Greater Bristol Area

Type of Contract

Part-time jobs

Published at

22-12-2025

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English