Wealth Planner for HNW/UHNW Clients – Flexible & Lucrative

IDEX Consulting Ltd.; Liverpool; In loco; GBP 50.000 - 80.000; Tempo pieno

Vantaggi offerti da questo lavoro

Leads provided

Pension up to 15%

Study support

Autonomy over diary

Established national brand

Descrizione del lavoro

IDEX is partnering with a prestigious, nationally recognised wealth management firm in Liverpool to recruit an experienced Financial Planner. You will join an expanding team, manage a high-value client book and deliver bespoke, high-calibre financial planning to HNW/UHNW clients, with a focus on long-term relationships.

You'll enjoy earning potential aligned with performance, continuous leads through internal channels, diary flexibility, and strong benefits including study support for further

Competenze

• 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 ability to generate new business.
• Minimum Level 4 Diploma in Financial Services.
• Enthusiasm for developing external professional relationships.

Conoscenze

Financial Planning

Relationship Building

New Business

HNW/UHNW Clients

Formazione

Diploma in Financial Services (Level 4)

Descrizione del lavoro

IDEX is partnering with a prestigious, nationally recognised wealth management firm in Liverpool to recruit an experienced Financial Planner. You will join an expanding team, manage a high-value client book and deliver bespoke, high-calibre financial planning to HNW/UHNW clients, with a focus on long-term relationships.

You'll enjoy earning potential aligned with performance, continuous leads through internal channels, diary flexibility, and strong benefits including study support for further