Senior Financial Advisor (Cornwall)

Are you an experienced Chartered Financial Planner looking for your next move in Cornwall? I'm representing a highly regarded, established wealth management business looking to appoint a Senior Financial Planner to join its team in Truro. A few highlights of the opportunity: £98,000 basic salary + discretionary bonus of up to 30% Established client bank of around 80 clients, with £35m-£40m AUM and c.£300,000 in ongoing income Hybrid/flexible working A portfolio to inherit from day one , giving you an established recurring income base to build on Supportive local team , including Paraplanners, Client Executives and regional leadership, all based in Truro The Package Basic salary: £98,000 depending on experience Bonus: Discretionary performance bonus of up to 30% Location: Cornwall Career development: The opportunity to join an established business with a strong regional presence and a focus on high-quality advice Who I'm Looking For Ideally, you'll be a Chartered Financial Planner with a strong background in holistic financial planning and experience supporting HNW clients. You'll be personable, commercially aware and passionate about delivering excellent client outcomes. If you're based in Cornwall or considering a move within the South West and would be open to a confidential conversation, I'd love to hear from you. Please get in touch for further details via email -

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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.