Medical Financial Planner

Overview

I'm excited to partner with a prestigious firm specializing in accounting, tax, audit, advisory, and business services across the UK and Europe. They are seeking an experienced Financial Planner to join their growing team. This role can be based anywhere in the UK, supported by the firm's national footprint. The firm is renowned for its exceptional reputation and premium service, focusing on high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients with strong long-term relationships.

Having experienced impressive growth over the past year, they have ambitious plans for continued expansion in the coming months. This is a remarkable opportunity to work with a market-leading accountancy/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, particularly those in the medical sector, such as GPs, consultants, and other healthcare professionals.

• Chartered status or close to achieving it.
• Proven experience delivering regulated financial advice, ideally holding CAS/SPS.
• Confident in managing HNW clients and navigating intricate financial cases.
• Experience working with medical professionals or medical clients is essential.
• Passionate, proactive, and self-motivated.

• Highly attractive commission structure.
• Equity opportunities within the firm.
• Flexible, hybrid working arrangements.
• Generous bonus incentives.
• Sick leave pay
• Private medical insurance
• Enhanced family leave pay
• Birthdays off
• Wellness programmes, including access to counselling & discounted gym memberships

This role can be based anywhere in the UK, supported by the firm's national footprint.

If this opportunity aligns with your aspirations—or if you know someone who could be a perfect fit—please reach out in confidence to Samantha
.

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.