IDEX Consulting Ltd
Financial Advisor
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Senior Financial Planner – Cornwall / Hybrid - £80,000 + bonus
A highly regarded, national wealth management firm is seeking an experienced Financial Planner to join its established presence in Cornwall. This is a unique opportunity to step into a succession plan, inheriting and developing an existing client base as part of the firm’s continued growth strategy.
The Opportunity
Following a recent acquisition, the business is looking to appoint an experienced Financial Adviser to take over an established client portfolio of approximately £30m in assets under management.
This is an excellent opportunity to combine managing an established client bank with providing guidance and support to junior advisers within a close-knit office environment.
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With continued growth driven by both acquisitions and organic expansion, the firm offers a stable platform for long-term career development and progression.
The Role
- Manage and transition an existing client portfolio
- Deliver holistic, high-quality financial planning advice
- Lead and support junior advisors
- Build trusted relationships with clients during the succession period
- Identify and develop new business opportunities
Package & Benefits
- Year 1: No validation target, with 35% bonus on new business
- Year 2+: Bonus structure based on exceeding validation (3x salary)
- Additional bonus for transferring client assets
- £4,200 car allowance
- 5% flexible benefits pot
- Flexi / hybrid working model
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About You
- Experienced Financial Planner with a strong track record
- Ideally managing or capable of introducing a client bank (~£10m AUM+)
- Strong relationship management and client-facing skills
- Chartered status preferred (or working towards)
- Professional, credible, and confident in managing succession transitions
This is an excellent opportunity for an advisor looking to inherit a client base with the backing of a well-established and growing national firm.
Please contact samantha.durbridge@idexconsulting.com for more information.
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