HNW Wealth Planner: Inherit -Client Book
Job in
Yorkshire, Prince William County, Virginia, USA
Listed on 2026-02-28
Listing for:
IDEX Consulting
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor, Financial Consultant, Financial Services
Job Description & How to Apply Below
Location: Yorkshire
A prestigious national wealth management firm is looking for a Financial Planner to inherit an established client book with approximately 100 clients. The ideal candidate is Level 4 qualified, experienced in regulated financial advice, and confident in managing HNW clients. The role offers a market-leading pension scheme, attractive bonus structure, 30 days annual leave, and flexible hybrid working arrangements.
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