Financial Advisor

Job description

Senior Financial Planner – £90,000 DOE – Somerset or Wiltshire – Hybrid

I’m delighted to be partnering with a highly respected accountancy and financial advisory firm that is looking to appoint an experienced Financial Planner, based locally in either Somerset or Wiltshire.

Known for its outstanding reputation and premium client service, the firm specialises in advising high-net-worth individuals. This is a rare opportunity to inherit a well-established client bank from a retiring adviser, offering continuity for clients and a strong platform for long-term success.

Joining this market-leading practice provides exceptional earning potential and the opportunity to work alongside a collaborative, highly regarded team. The firm is seeking a motivated professional with a proven track record of advising HNW clients, experience working closely with accountancy teams, and confidence handling complex financial planning cases.

Requirements:

• Chartered status (or close to).

• 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.

What’s on Offer:

• Attractive commission structure.

• Flexible, hybrid working arrangements.

• Up to 30 days annual leave + office closes over christmas

• Birthdays off

• 6% employer pension contribution

• DIS (4x salary)

• Discounts scheme

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

Senior Financial Planner – £90,000 DOE – Somerset or Wiltshire – Hybrid

Extra information

Status

Open

Education Level

Secondary School

Location

Somerset

Type of Contract

Full-time jobs

Published at

04-02-2026

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