Financial Advisor

IDEX Consulting; Warrington; On-site; GBP 42,000 - 64,000; Full time

Benefits offered by this job

15% employer pension contributions

Full study support for exams

Internal leads & referrals

Autonomy to manage diary

Job summary

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

Qualifications

• Seasoned Financial Planner with a strong track record of managing high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
• Proven success in handling complex financial planning cases.
• Results-driven individual with a passion for delivering first-class advice and generating new business.
• Enthusiasm for developing external professional relationships.

Responsibilities

• Manage and nurture high-net-worth client portfolios with a bespoke, long-term approach.
• Provide comprehensive financial planning and holistic advice across investments, pensions, protection and retirement planning.
• Proactively develop external professional relationships to grow the client base and book.
• Deliver first-class service while hitting targets and maintaining client satisfaction.

Skills

HNW client management

UHNW client handling

Relationship building

New business development

Education

Level 4 Diploma in Financial Services

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

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.