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Financial Planner

2 months ago


East Sussex UK, South East England, United Kingdom IDEX Consulting Ltd Full time

Financial Planner

Sussex (hybrid working with occasional visits to office required)

Fully negotiable salary and high OTE


A highly regarded Financial Planning practice in Sussex are looking to add an experienced, chartered Financial Advisor to their existing high performing team. This is a superb opportunity for the following reasons:


  • Client book to inherit on day 1
  • High earning potential
  • Hybrid/flexible working
  • Full paraplanning, administration and compliance support
  • A broad range of advice dealing with a core high net worth client portfolio
  • Ambitious growth plans that will present various career development opportunities
  • A company that truly embraces technology to improve the client experience and improve efficiencies


What we are looking for:


  • An experienced, Chartered Financial Advisor (or very close to) that can demonstrate long term success in the role
  • Someone who can demonstrate success in new business development and client generation
  • Proven history of developing a professional connection network with referrals from accountants, solicitors, mortgage brokers etc
  • Ethical, consultative and looking for a long term position where you can make a real difference to this organisation.


This is a superb Financial Advisor opportunity based in Sussex with back office support, top level salary, superb bonus and overall earning potential and flexible working.