Senior Financial Planner - Inherit & Grow Client Portfolio

IDEX Consulting Ltd. is recruiting an experienced Financial Planner to join its Weybridge team and take over an existing client portfolio. You will deliver comprehensive financial planning, build long-term relationships and support smooth succession within a growing national firm.

The role offers a clear path to growth with a generous bonus structure and a hybrid working model, aligning with long-term career progression in wealth management.