HNW Wealth Planner — Hybrid, High Earnings & Equity

IDEX Consulting Ltd; England; Hybrid; GBP 99,000 - 121,000; Full time

Benefits offered by this job

Attractive commission structure

Equity opportunities

Flexible, hybrid working arrangements

Job summary

A prestigious professional services organisation is seeking an experienced Financial Planner in Hertfordshire. This role involves managing high-net-worth clients and delivering regulated financial advice. With excellent earning potential and flexible hybrid working arrangements, the firm offers a highly attractive commission structure and equity opportunities. Candidates should demonstrate a proven track record in handling complex financial cases and developing internal referral relationships.

Qualifications

• Proven experience in delivering regulated financial advice holding CAS/SPS.
• Confident in managing HNW clients and navigating intricate casework.
• Able to influence internal stakeholders and colleagues.

Responsibilities

• Manage high-net-worth (HNW) clients and navigate intricate casework.
• Develop and nurture internal referral relationships.
• Deliver regulated financial advice where appropriate.

Skills

Managing high-net-worth clients

Delivering regulated financial advice

Navigating intricate casework

Influencing internal stakeholders

Proactive and self-motivated

Education

Chartered status (or close to)

Job description

A prestigious professional services organisation is seeking an experienced Financial Planner in Hertfordshire. This role involves managing high-net-worth clients and delivering regulated financial advice. With excellent earning potential and flexible hybrid working arrangements, the firm offers a highly attractive commission structure and equity opportunities. Candidates should demonstrate a proven track record in handling complex financial cases and developing internal referral relationships.