Senior Financial Planner for HNW Clients – Autonomy + Leads in Newcastle upon Tyne

Senior Financial Planner for HNW Clients – Autonomy + Leads in Newcastle upon Tyne

Newcastle upon Tyne Full-Time No working from home possible
IDEX Consulting Ltd

IDEX Consulting Ltd, in partnership with a nationally recognised wealth management firm, is seeking an experienced Financial Planner to join their Newcastle team. You’ll manage a high‑net‑worth portfolio, deliver bespoke advice, and develop new business while enjoying a lucrative package.

Offering up to £80,000 (DOE) plus an annual discretionary bonus and market‑leading benefits (including pension and study support), the role provides development within a respected national brand and real

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Senior Financial Planner for HNW Clients – Autonomy + Leads in Newcastle upon Tyne 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