Senior Financial Planner – Cornwall (Hybrid)

IDEX Consulting Ltd. in Cornwall is seeking a Senior Financial Planner to join a well-established wealth management business in Truro. The role offers a £98,000 basic salary with a discretionary bonus up to 30% and an established client bank worth around £35m-£40m AUM, plus ongoing income.

You’ll inherit a portfolio from day one and benefit from a supportive local team in a hybrid working arrangement. The successful candidate will be a Chartered Financial Planner with a strong background in

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