Financial Advisor

IDEX Consulting Ltd; Lymm; On-site; GBP 60,000 - 100,000; Full time

Benefits offered by this job

Employer pension contributions up to 婆

Job summary

IDEX Consulting Ltd. is partnering with a prestigious wealth management firm to recruit an experienced Financial Planner in the Warrington/Cheshire area. You’ll join a market-leading team with a loyal client book and opportunities for long-term progression.

Expect autonomy to manage your diary, strong earning potential, and continuous professional development in a supportive environment. The role emphasizes managing HNW/UHNW clients, delivering bespoke financial planning, and growing the client

Qualifications

• Minimum level 4 Diploma in Financial Services.
• Experience handling high-net-worth clients with complex needs.
• Proven ability to generate new business and build long-term relationships.

Responsibilities

• Manage HNW/UHNW client portfolios with bespoke financial planning.
• Deliver compliant, high-quality financial advice tailored to client goals.
• Develop external relationships and drive new business opportunities.
• Maintain accurate, timely records and meet regulatory standards.

Skills

Financial planning

HNW clients

Business development

Client relationship

Education

Diploma in Financial Services (level 4)

Job description

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

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.

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.