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Financial planner (hnw/uhnw) — own 140-client book, hybrid

Cambridge
Idex Consulting
Financial planner
€65,000 a year
Posted: 22h ago
Offer description

IDEX Consulting Ltd is seeking an Employed Financial Planner in Cambridge to take over an established client bank of 140 HNW/UHNW clients. The role offers competitive pay up to £65,000 plus bonus, with a hybrid working model and support from a well-respected wealth management firm. Ideal candidates will have substantial experience in advising high-value clients and possess strong technical knowledge in financial planning areas. Opportunities for professional development and progression are available.
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