Up to £80,000 (DOE) + annual discretionary bonus + market leading benefits package
Exclusive Opportunity with a Leading National Wealth Management Firm
IDEX is thrilled to be partnering with a prestigious, nationally recognised wealth management firm as they continue their exciting growth journey. We’re on the lookout for an experienced Financial Planner to join their expanding team based in the Warrington/Cheshire area.
This firm has built an outstanding reputation for delivering a truly bespoke, high-calibre service to high-net-worth clients. With a strong emphasis on long-term client relationships and a culture of excellence, they’ve achieved impressive growth in recent years – and their ambitions don’t stop there.
This is a rare and highly attractive opportunity to step into an established client book, offering the chance to hit the ground running and further build upon a loyal, high-value portfolio.
You’ll be joining a market-leading business where your expertise, ambition, and relationship-building skills will be rewarded with exceptional earning potential and genuine long-term progression opportunities.
What’s in it for you?
- Being part of an established, national brand
- Receive continuous leads via internal channels
- Flexibility and autonomy to manage your own diary
- Strong benefits including up to 15% employer pension contributions, full study support for further exams
What we’re looking for:
- A seasoned Financial Planner with a strong track record of managing HNW and UHNW clients
- Proven success in handling complex financial planning cases
- A results-driven individual with a passion for delivering first-class advice and generating new business.
- Minimum Level 4 Diploma in Financial Services
#J-18808-Ljbffr…