Wealth Planner for HNW/UHNW Clients - Flexible & Lucrative

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