HNW Financial Planner - Hybrid Role with Equity in Nottingham

HNW Financial Planner - Hybrid Role with Equity in Nottingham

Nottingham Full-Time 49500 - 60500 Β£ / year (est.) Home office (partial)
IDEX Consulting Ltd

At a Glance

  • Tasks: Provide bespoke financial guidance to high-net-worth clients and contribute to business growth.
  • Company: Prestigious professional services organisation with a strong reputation.
  • Benefits: Hybrid working, equity opportunities, and career development support.
  • Other info: Exciting opportunity for relationship builders in a thriving environment.
  • Why this job: Join a dynamic team and make a real impact on clients' financial futures.
  • Qualifications: Chartered status or working towards it, with experience in regulated financial advice.

The predicted salary is between 49500 - 60500 Β£ per year.

IDEX Consulting Ltd is partnering with a prestigious professional services organisation to recruit an experienced Financial Planner in the Nottinghamshire region. The role offers hybrid working and the opportunity to work with HNW/UHNW clients, delivering bespoke financial guidance while contributing to business growth.

The successful candidate will hold Chartered status (or be working toward it) and must demonstrate a track record in regulated financial advice and relationship building.

HNW Financial Planner - Hybrid Role with Equity in Nottingham 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

We think you need these skills to ace HNW Financial Planner - Hybrid Role with Equity in Nottingham

Chartered Status
Regulated Financial Advice
Relationship Building
Bespoke Financial Guidance
Business Growth Contribution
Client Management
Financial Planning