At a Glance
- Tasks: Provide bespoke financial planning for high-net-worth clients and build lasting relationships.
- Company: Prestigious national wealth management firm with a strong reputation.
- Benefits: Exceptional earning potential and the chance to work with an established client book.
- Why this job: Join a market leader and make a real impact in wealth management.
- Qualifications: Experience in financial planning and strong relationship-building skills.
The predicted salary is between 54000 - 66000 £ per year.
IDEX Consulting Ltd is partnering with a prestigious national wealth management firm to recruit an experienced Financial Planner for their Warrington/Cheshire team. This opportunity lets you hit the ground running with an established client book in a leading, brand-name practice known for bespoke, high-calibre service to HNW/UHNW clients.
You will join a market-leading business where your expertise, ambition, and relationship-building skills will be rewarded with exceptional earning potential.
Senior Financial Planner for HNW/UHNW Clients in Warrington 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.
