Financial Advisor

IDEX Consulting Ltd; Warrington; On-site; GBP 72,000 - 88,000; Full time

Benefits offered by this job

Up to 15% employer pension

Study support for further exams

Job summary

IDEX Consulting Ltd is partnering with a prestigious national wealth management firm to recruit an experienced Financial Planner for their Warrington/Cheshire team. This opportunity lets you hit the ground running with an established client book in a leading, brand-name practice known for bespoke, high-calibre service to HNW/UHNW clients.

You will join a market-leading business where your expertise, ambition, and relationship-building skills will be rewarded with exceptional earning potential

Qualifications

• 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 a passion for delivering first-class advice and generating new business.
• Minimum Level 4 Diploma in Financial Services.

Skills

HNW clients

UHNW clients

Complex financial planning

Business development

Relationship building

Education

Level 4 Diploma in Financial Services

Job description

Up to £80,000 (DOE) + annual discretionary bonus + market leading benefits package

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 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