Financial Advisor

IDEX Consulting Ltd.; Liverpool; In loco; GBP 50.000 - 80.000; Tempo pieno

Vantaggi offerti da questo lavoro

Leads provided

Pension up to 15%

Study support

Autonomy over diary

Established national brand

Descrizione del lavoro

IDEX is partnering with a prestigious, nationally recognised wealth management firm in Liverpool to recruit an experienced Financial Planner. You will join an expanding team, manage a high-value client book and deliver bespoke, high-calibre financial planning to HNW/UHNW clients, with a focus on long-term relationships.

You'll enjoy earning potential aligned with performance, continuous leads through internal channels, diary flexibility, and strong benefits including study support for further

Competenze

• Seasoned Financial Planner with a strong track record of managing HNW and UHNW clients.
• Proven success in handling complex financial planning cases.
• Results-driven with ability to generate new business.
• Minimum Level 4 Diploma in Financial Services.
• Enthusiasm for developing external professional relationships.

Conoscenze

Financial Planning

Relationship Building

New Business

HNW/UHNW Clients

Formazione

Diploma in Financial Services (Level 4)

Descrizione del lavoro

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

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.