HNW Wealth Planner β€” Hybrid, High Earnings & Equity

HNW Wealth Planner β€” Hybrid, High Earnings & Equity

Full-Time 60000 - 80000 Β£ / year (est.) No working from home possible
IDEX Consulting

At a Glance

  • Tasks: Manage high-net-worth clients and provide expert financial advice.
  • Company: Prestigious professional services organisation with a strong reputation.
  • Benefits: High earnings potential, equity opportunities, and flexible hybrid working.
  • Other info: Exciting career growth and internal referral relationships to enhance your network.
  • Why this job: Join a dynamic team and make a real difference in clients' financial futures.
  • Qualifications: Proven experience in financial planning and handling complex cases.

The predicted salary is between 60000 - 80000 Β£ per year.

A prestigious professional services organisation is seeking an experienced Financial Planner in Hertfordshire. This role involves managing high-net-worth clients and delivering regulated financial advice. With excellent earning potential and flexible hybrid working arrangements, the firm offers a highly attractive commission structure and equity opportunities.

Candidates should demonstrate a proven track record in handling complex financial cases and developing internal referral relationships.

HNW Wealth Planner β€” Hybrid, High Earnings & Equity employer: IDEX Consulting

Join a prestigious professional services organisation in Hertfordshire, where you will thrive in a dynamic work culture that values flexibility and high earnings potential. With a strong focus on employee growth, this role offers unique opportunities for equity participation and the chance to manage high-net-worth clients, making it an ideal environment for ambitious financial planners seeking meaningful and rewarding careers.

IDEX Consulting

Contact Details:

IDEX Consulting Recruitment Team

We think you need these skills to ace HNW Wealth Planner β€” Hybrid, High Earnings & Equity

Financial Planning
Regulated Financial Advice
Client Relationship Management
High-Net-Worth Client Management
Complex Financial Case Handling
Internal Referral Development
Commission Structure Understanding