Financial Planner

IDEX Consulting; Leeds; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading Accountancy & Advisory practice in Leeds seeks a Financial Planner to lead with autonomy and support. You will benefit from internal lead flow while building an external network for new clients. You should ideally have or be pursuing Level 6 Chartered qualifications. The firm values diversity and inclusion in the workplace.

Qualifications

• Studying towards or have achieved Level 6 Chartered qualifications.

Responsibilities

• Lead Financial Planner with autonomy to sculpt the role.
• Utilise external network to generate new clients.

Job description

Overview

IDEX Consulting are working in partnership with a leading Accountancy & Advi­sory practice who require a Financial Planner to join their Leeds office. The wealth management team is a directly authorised, Independent Financial Adviser offering financial planning services to individuals, business owners, celebrities and sports professionals.

Responsibilities

• Lead Financial Planner for the region with autonomy to sculpt the role and processes to ensure best efficiency and productivity, with full paraplanning and administrative support.
• Benefit from regular internal lead flow while targeting growth by building and utilising your external network to generate new clients.

Qualifications

• Ideally you will be studying towards or have achieved your Level 6 Chartered qualifications.

Additional Information

Visit the IDEX Consulting Ltd website for further opportunities.

Diversity, Equity 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.