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IDEX Consulting Ltd · Finance

Financial Advisor

United Kingdom, Truro, Cornwall 80000.00 - 85000.00 GBP / Year · Job Posted April 20, 2026

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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 HNW clients. The business are looking for this person to be local to Cornwall. This firm is renowned for its exceptional reputation and premium service, specialising in high-net-worth and ultra-high-net-worth clients with a strong focus on long-term relationships. Having experienced impressive growth over the past several years, they have ambitious plans for continued expansion in the coming months. This is a remarkable opportunity to work with a market-leading accountancy and financial planning 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.

Requirements

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 we 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

IDEX Consulting Ltd - All Job Offers

80000.00 - 85000.00 GBP / Year · Truro, Cornwall

Financial Advisor

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