Chartered Financial Planner, Leeds

IDEX Consulting; Leeds; On-site; GBP 60,000 - 80,000; Full time

Job summary

A national wealth management business is seeking a Chartered Financial Planner to join their team in Leeds. This role involves applying in-depth knowledge of financial planning, proactively building relationships with introducers, and collaborating with an investment management team. Ideal candidates will possess a recognised qualification in financial planning and a strong understanding of complex high-risk areas. The firm emphasizes a collaborative work environment with support from paraplanning and administration.

Qualifications

• Chartered Financial Planner or equivalent recognised qualification.
• Strong knowledge of financial planning and complex high-risk areas.
• Proactive attitude with a proven ability to build and maintain professional relationships.

Responsibilities

• Apply in-depth knowledge of financial planning and client advice.
• Proactively build and maintain relationships with professional introducers.
• Collaborate with an established investment management team.

Job description

Overview

A national wealth management business is looking to hire a Chartered Financial Planner to their existing, long-standing team.

Due to a continued increase in AUM, along with succession planning, high net worth (HNW) clients are available to inherit, helping you hit the ground running and quickly settle into the team.

Responsibilities

• Apply in-depth knowledge of financial planning and client advice, including complex and higher risk areas (eg EIS/VCT/business relief/IHT/trusts), to support clients and the business.
• Proactively build and maintain relationships with professional introducers and participate in network events to introduce new clients.
• Collaborate with an established investment management team and work with full paraplanning and administrative support provided.

Qualifications

• Chartered Financial Planner or equivalent recognised qualification.
• Strong knowledge of financial planning and complex high-risk areas (eg EIS/VCT/business relief/IHT/trusts).
• Proactive attitude with a proven ability to build and maintain professional relationships and generate new business through introducers and networks.

Company and Benefits

The office has a collaborative approach, with close collaboration with the investment management team. Paraplanning and administrative support are provided.

Privacy and Inclusion

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.