Financial Advisor

IDEX Consulting; Liverpool; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading national wealth management firm in Liverpool seeks an experienced Financial Planner. This role offers the chance to manage an established client book and provides exceptional earning potential and long-term progression opportunities. Ideal candidates will have a strong track record with high-net-worth clients and a Level 4 Diploma in Financial Services, with a focus on delivering first-class advice and developing professional relationships.

Benefits

Up to 15% employer pension contributions

Full study support for further exams

Flexibility and autonomy to manage own diary

Continuous leads via internal channels

Skills

Managing HNW and UHNW clients

Handling complex financial planning cases

Delivering first-class advice

Generating new business

Developing external professional relationships

Education

Minimum Level 4 Diploma in Financial Services

Job description

Exclusive Opportunity with a Leading National Wealth Management Firm. 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 Liverpool. 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

If you’re ready to elevate your career and work alongside some of the industry's most respected professionals, we’d love to hear from you. For more information please contact Graeme Hyland on 07896 933622 or email [e-mail].

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.