Senior Financial Planner – HNW Wealth (Hybrid)

IDEX Consulting Ltd; Leicester; Hybrid; GBP 51,000 - 85,000; Full time

Benefits offered by this job

Bonus potential

Hybrid working

Private medical insurance

30 days annual leave

Job summary

IDEX Consulting Ltd is partnering with a prestigious national wealth management firm seeking an experienced Financial Planner for the East Midlands region (Nottingham, Derby, Leicester). The role targets HNW/UHNW clients with a focus on long-term relationships and complex cases.

Hybrid working arrangements are available. The successful candidate will have proven regulated advice experience, ideally CAS/SPS, and a track record in new business generation and client management.

Qualifications

• Proven experience in delivering regulated financial advice, ideally holding CAS/SPS.
• Confident in managing HNW clients and navigating intricate casework.
• Passionate, proactive, and self-motivated.

Skills

Regulated advice

HNW client management

New business generation

Proactive mindset

Education

CAS/SPS

Job description

IDEX Consulting Ltd is partnering with a prestigious national wealth management firm seeking an experienced Financial Planner for the East Midlands region (Nottingham, Derby, Leicester). The role targets HNW/UHNW clients with a focus on long-term relationships and complex cases.

Hybrid working arrangements are available. The successful candidate will have proven regulated advice experience, ideally CAS/SPS, and a track record in new business generation and client management.