Financial Planner for HNW/UHNW Clients | Flexible

Financial Planner for HNW/UHNW Clients | Flexible

Full-Time No working from home possible
IDEX Consulting Ltd

IDEX Consulting Ltd. is partnering with a prestigious national wealth management firm to appoint a seasoned Financial Planner in the Warrington/Cheshire area.

You’ll manage a high-value client book, deliver bespoke financial planning and enjoy a clear path for long-term progression. This role offers up to £80,000 (DOE) plus an annual discretionary bonus and market-leading benefits, with continuous internal leads and pension contributions up to 15% alongside study support for further exams.

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Financial Planner for HNW/UHNW Clients | Flexible employer: IDEX Consulting Ltd

IDEX Consulting Ltd is an excellent employer that values innovation and integrity, offering a dynamic work culture where compliance and operational excellence are at the forefront of business growth. With flexible working arrangements and a commitment to employee development, team members are empowered to shape processes and drive meaningful change within the insurance sector. Join us in a role that not only challenges you but also rewards your contributions in a supportive environment.

IDEX Consulting Ltd

Contact Details:

IDEX Consulting Ltd Recruitment Team