Financial Advisor

IDEX Consulting; Bristol; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A prestigious national firm is seeking an experienced Financial Planner with expertise in the medical sector. The ideal candidate will manage high and ultra-high-net-worth clients, navigating complex financial cases. This role offers a highly attractive commission structure, potential equity, and flexible hybrid working arrangements. Join a firm with a strong reputation and ambitious growth plans while enjoying excellent earning potential.

Benefits

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

Qualifications

• Strong knowledge and experience in the medical sector.
• Proven track record of delivering regulated financial advice.
• Confident in navigating complex financial cases.

Responsibilities

• Manage high-net-worth and ultra-high-net-worth clients.
• Deliver tailored financial planning services.
• Build and maintain long-term client relationships.

Skills

Knowledge of the medical field

Experience with HNW and UHNW clients

Regulated financial advice expertise

Proactive and self-motivated

Education

Chartered status or nearing achievement

CAS/SPS certification

Job description

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 [e-mail]

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.