HNW Financial Planner - Hybrid, High Earnings & Equity

IDEX Consulting; Hertford; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A prestigious professional services organization is seeking an experienced Financial Planner in Hertford. Responsibilities include managing high-net-worth clients and delivering regulated financial advice. The role offers a highly attractive commission structure and equity opportunities with flexible, hybrid working arrangements. Ideal candidates are proactive, self-motivated, and experienced in complex financial casework.

Benefits

Highly attractive commission structure

Equity opportunities

Flexible, hybrid working arrangements

Portfolio of potential clients

Qualifications

• Chartered status or close to it.
• Proven experience in delivering regulated financial advice.
• Confidence in managing HNW clients and navigating casework.

Responsibilities

• Work with high-net-worth clients on complex financial cases.
• Develop and nurture internal referral relationships.

Skills

Regulated financial advice

Managing HNW clients

Influencing internal stakeholders

Proactive and self-motivated

Education

Chartered status (or close to)

Job description

A prestigious professional services organization is seeking an experienced Financial Planner in Hertford. Responsibilities include managing high-net-worth clients and delivering regulated financial advice. The role offers a highly attractive commission structure and equity opportunities with flexible, hybrid working arrangements. Ideal candidates are proactive, self-motivated, and experienced in complex financial casework.