Senior Financial Planner for High-Net-Worth Clients

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 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