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Senior Financial Planner High-Net-Worth Clients

Job in Warrington, Cheshire, MK46, England, UK
Listing for: IDEX Consulting
Full Time position
Listed on 2026-10-26
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 42000 - 64000 GBP Yearly GBP 42000.00 64000.00 YEAR
Job Description & How to Apply Below

IDEX Consulting partners with a prestigious wealth management firm to recruit an experienced Financial Planner for Warrington/Cheshire. You will join a national brand serving high-net-worth clients, with an established client book and long-term relationships.

The role offers autonomy to manage your diary, access to continuous leads, competitive earnings, and strong study support including exams. Minimum Level 4 Diploma in Financial Services required; growth and progression opportunities are

For the Senior Financial Planner for High-Net-Worth Clients position at IDEX Consulting, we are reviewing applications now.

We are seeking a motivated Senior Financial Planner for High-Net-Worth Clients to join IDEX Consulting in Warrington, England, United Kingdom.

Consider building your career as a Senior Financial Planner for High-Net-Worth Clients at IDEX Consulting.

The Senior Financial Planner for High-Net-Worth Clients position in the Finance, Sales field is open for applications.

Position Requirements
10+ Years work experience
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