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Strategic Wealth Planning Director

Job in Wolverhampton, West Midlands, WV98, England, UK
Listing for: IDEX Consulting Ltd
Full Time position
Listed on 2026-10-25
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 90000 GBP Yearly GBP 60000.00 90000.00 YEAR
Job Description & How to Apply Below

IDEX Consulting Ltd is seeking a seasoned Financial Planner to build trusted relationships with current and prospective clients and to deliver tailored financial planning and wealth management advice.

Working to an agreed business plan, you will ensure every recommendation is suitable, compliant and aligned with clients’ retirement, inheritance and tax objectives while representing the firm with professionalism.

For the Strategic Wealth Planning Director position at IDEX Consulting Ltd, we are reviewing applications now.

Step into the Strategic Wealth Planning Director role at IDEX Consulting Ltd in England, United Kingdom and grow with us.

Please review the full job details above before applying.

If your experience matches this role, we encourage you to apply.

All applications are reviewed carefully by our team.

The position is based in England, United Kingdom.

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