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HNW Financial Planner — Established Book; Hybrid

Job in Gloucester, Gloucestershire, GL1, England, UK
Listing for: IDEX Consulting Ltd
Full Time position
Listed on 2026-04-17
Job specializations:
  • Finance & Banking
    Financial Advisor, Wealth Management
Salary/Wage Range or Industry Benchmark: 75000 - 100000 GBP Yearly GBP 75000.00 100000.00 YEAR
Job Description & How to Apply Below
Position: HNW Financial Planner — Take Over an Established Book (Hybrid)
A prestigious national wealth management firm is seeking an experienced Financial Planner to join their thriving team in Gloucester. This unique role offers the chance to manage an existing client book and work within a market-leading business. Candidates should have a proven track record with HNW clients and complex cases. The role includes a basic salary of £75k, potentially exceeding £100k OTE due to an attractive bonus structure, and offers benefits such as hybrid working arrangements, private medical insurance, and 30 days of annual leave plus bank holidays.
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