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Financial Consultant Financial Advisor

Chartered Financial Planner — HNW​/UHNW, Hybrid & Equity

Job in Liverpool, Merseyside, L1, England, UK
Listing for: IDEX Consulting Ltd
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A prestigious financial services firm in Surrey seeks an experienced Financial Planner to join their growing team. This role involves managing high-net-worth clients, delivering regulated financial advice, and developing internal relationships within the company. The successful candidate will enjoy a competitive salary and an attractive commission structure, along with flexible hybrid working arrangements. Candidates should be chartered or near chartered, with a proven track record in financial advisory roles.
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