Financial Advisor - Weybridge

A highly regarded national wealth management firm is looking to appoint an experienced Financial Planner to join its established team in Weybridge.

This is an exciting opportunity to take on an established client portfolio as part of a planned succession, giving you the chance to build strong relationships, develop the existing client bank and play an important role in the firm's continued growth.

The Opportunity You'll inherit an existing client portfolio, providing an excellent foundation to build upon, alongside an attractive bonus structure that rewards both new business and growth. With continued expansion through a combination of acquisitions and organic growth, the firm offers a well-established platform, long-term stability and genuine opportunities for career progression.

The Role

• Take ownership of and manage an established client portfolio, supporting a smooth succession and transition
• Deliver comprehensive, high-quality financial planning advice
• Build and maintain trusted, long-term client relationships
• Identify opportunities to develop existing relationships and generate new business

Package & Benefits

• Year 1: no validation target, with 30% 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 a fantastic opportunity for an established Financial Planner looking to take on an existing client bank, benefit from an attractive earning structure and join a growing national business with the infrastructure and support to help you succeed.

Please contact via email - for more information.

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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.