At a Glance
- Tasks: Manage and advise a portfolio of 140 high-net-worth clients with tailored financial strategies.
- Company: Join a respected wealth management firm with a strong reputation in the industry.
- Benefits: Earn up to £65,000 plus bonuses, enjoy hybrid work, and access professional development.
- Other info: Great opportunities for career progression in a supportive environment.
- Why this job: Make a real difference in clients' financial lives while advancing your career.
- Qualifications: Experience in advising high-value clients and strong technical financial planning skills.
The predicted salary is between 50000 - 60000 £ per year.
IDEX Consulting Ltd is seeking an Employed Financial Planner in Cambridge to take over an established client bank of 140 HNW/UHNW clients. The role offers competitive pay up to £65,000 plus bonus, with a hybrid working model and support from a well-respected wealth management firm.
Ideal candidates will have substantial experience in advising high-value clients and possess strong technical knowledge in financial planning areas. Opportunities for professional development and progression are available.
Financial Planner (HNW/UHNW) — Own 140-Client Book, Hybrid employer: IDEX Consulting
IDEX Consulting Ltd is an exceptional employer, offering a dynamic work culture that prioritises employee growth and development. With a competitive salary package and the flexibility of a hybrid working model in the vibrant city of Cambridge, employees benefit from a supportive environment that values expertise in financial planning for high-net-worth clients. Join us to take advantage of our established client base and enhance your career in wealth management.
