Wealth Planner for HNW/UHNW Clients – Flexible & Lucrative in Liverpool

Wealth Planner for HNW/UHNW Clients – Flexible & Lucrative in Liverpool

Liverpool Full-Time On-site
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IDEX is partnering with a prestigious, nationally recognised wealth management firm in Liverpool to recruit an experienced Financial Planner. You will join an expanding team, manage a high-value client book and deliver bespoke, high-calibre financial planning to HNW/UHNW clients, with a focus on long-term relationships.

You'll enjoy earning potential aligned with performance, continuous leads through internal channels, diary flexibility, and strong benefits including study support for further

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Wealth Planner for HNW/UHNW Clients – Flexible & Lucrative in Liverpool 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.

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Contact Details:

IDEX Consulting Ltd Recruitment Team