Financial Advisor

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.

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

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.

Senior Financial Planner – Cornwall / Hybrid - £80,000 + bonus