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Chartered Financial Planner - North Yorkshire

TN United Kingdom

Richmond

On-site

GBP 60,000 - 100,000

Full time

Yesterday

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An established industry player in wealth management is seeking a Chartered Financial Planner to join their growing team in North Yorkshire. This role offers the opportunity to leverage your expertise in financial planning while enjoying a collaborative environment that values team fit. With a strong brand and excellent support, you will have the autonomy to manage your client relationships effectively and drive your success. If you are looking for a position that offers the potential for above-market earnings and a supportive team atmosphere, this opportunity is perfect for you.

Experience in financial planning and client management.
Chartered Financial Planner certification is essential.

Expand existing client book and manage client relationships.
Provide tailored financial planning solutions to clients.

Financial Planning

Client Management

Regulatory Compliance

Chartered Financial Planner Certification

Degree in Finance or Related Field

Job Title:

Chartered Financial Planner - North Yorkshire, Richmond

Client:

IDEX Consulting

Location:

North Yorkshire, Richmond

Job Category:

Finance

EU work permit required:

Yes

Job Reference:

[Insert Reference]

Job Views:

Posted:

26.04.2025

Expiry Date:

10.06.2025

Job Description:

IDEX Consulting is working with a national wealth management firm that has shown strong growth in headcount and assets under management. They are seeking a Chartered Financial Planner to join their team in North Yorkshire.

The ideal candidate should be local to the region and capable of expanding their existing client book. The firm offers a strong brand, a compelling value proposition, and excellent paraplanning and administrative support.

The company values team fit and collaborative working, emphasizing a long-term team environment. If you are an experienced Financial Planner considering your current employer's future prospects, this opportunity offers autonomy, freedom, and the potential for above-market earnings.

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Chartered Financial Planner - North Yorkshire

TN United Kingdom

Richmond

On-site

GBP 60,000 - 100,000

Full time

Job summary

Qualifications

Responsibilities

Skills

Education

Job description