We're on the lookout for an experienced Financial Planner to join their expanding team based in the Warrington/Cheshire area. This firm has built an outstanding reputation for delivering a truly bespoke, high-calibre service to high-net-worth clients. With a strong emphasis on long-term client relationships and a culture of excellence, they've achieved impressive growth in recent years - and their ambitions don't stop there. You'll be joining a market-leading business where your expertise, ambition and relationship-building skills will be rewarded with exceptional earning potential and genuine long-term progression opportunities. Being part of an established, national brand Strong benefits including up to 15% employer pension contributions, full study support for further exams A seasoned Financial Planner with a strong track record of managing HNW and UHNW clients Proven success in handling complex financial planning cases Minimum level 4 Diploma in Financial Services Visit the IDEX Consulting Ltd website for further opportunities. 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 are committed to driving conscious inclusion across our business and creating equitable pathways.
Locations
Financial Advisor (Investments / Pensions) in Cheshire, Warrington employer: IDEX Consulting Ltd
As a Product Governance Manager at our Lloyd’s Syndicate in London, you will thrive in a dynamic and supportive work environment that prioritises employee growth and development. We offer a flexible four-day work week, fostering a healthy work-life balance while providing opportunities to engage with senior leadership and make impactful contributions to our governance framework. Join us to be part of a collaborative culture that values innovation and excellence in delivering customer outcomes.
