Chartered Financial Planner, Leeds

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

Job summary

A leading wealth management firm in the UK seeks a Chartered Financial Planner to join their experienced team. The role involves managing HNW clients, leveraging existing relationships, and collaborating with an investment management team. Candidates should have in-depth knowledge of financial planning and a proactive approach to client engagement. This position offers full paraplanning and administrative support to ensure success.

Qualifications

• Experience in complex and higher risk advice areas (EIS/VCT/business relief/IHT/trusts).
• Proven ability to build and maintain relationships with professional introducers.

Responsibilities

• Advise HNW clients and inherit existing clients.
• Work collaboratively with the investment management team.
• Support and encourage new client introductions.

Skills

In-depth knowledge of financial planning

Ability to build relationships

Proactive character

Job description

Overview

A national wealth management business are looking to hire a Chartered Financial Planner to their existing, long-standing team.Due to a continued increased in AUM, along with succession planning, HNW clients are available to inherit, helping you hit the ground running and quickly settle into the team. The business requires the successful applicant to have in-depth knowledge of financial planning and client advice & in-depth knowledge of complex and higher risk advice areas (eg EIS/VCT/business relief/IHT/trusts).The business supports and encourages the team to continuously look to introduce new clients via a variety of means, meaning the new addition needs to be a pro-active character and demonstrate a proven ability to build and maintain relationships with professional introducers and/or attending various network events. The office has a collaborative approach, working closely with an established investment management team. Additionally you will receive full paraplanning and administrative support.

Notes

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Diversity, Equity and Inclusion

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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.