About this role
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.
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 portfolioDeliver holistic, high-quality financial planning adviceLead and support junior advisorsBuild trusted relationships with clients during the succession periodIdentify and develop new business opportunities Package & Benefits
Year 1: No validation target, with 35% bonus on new businessYear 2+: Bonus structure based on exceeding validation (3x salary)Additional bonus for transferring client assets£4,200 car allowance5% flexible benefits potFlexi / hybrid working model About You
Experienced Financial Planner with a strong track recordIdeally managing or capable of introducing a client bank (~£10m AUM+)Strong relationship management and client-facing skillsChartered 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.
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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.