Senior Financial Planner for High-Net-Worth Clients in Warrington

Senior Financial Planner for High-Net-Worth Clients in Warrington

Warrington Full-Time 58500 - 71500 Β£ / year (est.) No working from home possible
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At a Glance

  • Tasks: Manage financial plans for high-net-worth clients and build long-term relationships.
  • Company: Join a prestigious wealth management firm with a national presence.
  • Benefits: Competitive earnings, autonomy, continuous leads, and strong study support.
  • Other info: Enjoy a dynamic work environment with excellent progression potential.
  • Why this job: Make a real impact in clients' financial futures while enjoying growth opportunities.
  • Qualifications: Minimum Level 4 Diploma in Financial Services required.

The predicted salary is between 58500 - 71500 Β£ per year.

IDEX Consulting partners with a prestigious wealth management firm to recruit an experienced Financial Planner for Warrington/Cheshire.

You will join a national brand serving high-net-worth clients, with an established client book and long-term relationships.

The role offers autonomy to manage your diary, access to continuous leads, competitive earnings, and strong study support including exams.

Minimum Level 4 Diploma in Financial Services required; growth and progression opportunities are

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Senior Financial Planner for High-Net-Worth Clients 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.

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Contact Details:

Idex Consulting Recruitment Team

We think you need these skills to ace Senior Financial Planner for High-Net-Worth Clients in Warrington

Financial Planning
Client Relationship Management
Wealth Management
Level 4 Diploma in Financial Services
Diary Management
Lead Generation
Earnings Management