At a Glance
- Tasks: Join a prestigious firm and manage high-net-worth client portfolios.
- Company: IDEX partners with a nationally recognised wealth management firm.
- Benefits: Flexible working, strong pension contributions, and full study support.
- Other info: Emphasis on diversity, equity, and inclusion in the workplace.
- Why this job: Step into an established client book and make a real impact.
- Qualifications: Minimum level 4 Diploma in Financial Services and proven success with HNW clients.
The predicted salary is between 54000 - 66000 £ per year.
IDEX is thrilled to be partnering with a prestigious, nationally recognised wealth management firm as they continue their exciting growth journey.
We're on the lookout for an experienced Financial Planner to join their expanding team based in the Warrington/Cheshire area.
This firm has built an outstanding reputation for delivering a truly bespoke, high-calibre service to high-net-worth clients.
With a strong emphasis on long-term client relationships and a culture of excellence, they've achieved impressive growth in recent years - and their ambitions don't stop there.
This is a rare and highly attractive opportunity to step into an established client book, offering the chance to hit the ground running and further build upon a loyal, high-value portfolio.
You'll be joining a market-leading business where your expertise, ambition and relationship-building skills will be rewarded with exceptional earning potential and genuine long-term progression opportunities.
What's in it for you?
- Being part of an established, national brand
- Receive continuous leads via internal channels
- Flexibility and autonomy to manage your own diary
- Strong benefits including up to 15% employer pension contributions, full study support for further exams
What we're looking for
- A seasoned Financial Planner with a strong track record of managing HNW and UHNW clients
- Proven success in handling complex financial planning cases
- A results-driven individual with a passion for delivering first-class advice and generating new business.
- Minimum level 4 Diploma in Financial Services
- An enthusiasm for developing external, professional relationships
- Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work.
We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort.
We are committed to driving conscious inclusion across our business and creating equitable pathways.
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Financial Advisor in Warrington employer: Idex Consulting
Join a prestigious law firm in London that offers a dynamic and collaborative work environment, where your contributions to high-profile equity capital markets deals will be valued. With a strong commitment to employee development, you will have access to ongoing training and mentorship opportunities, ensuring your professional growth in a fast-paced global setting. The firm's culture promotes teamwork and innovation, making it an excellent place for ambitious solicitors looking to make a meaningful impact in their careers.
