Financial Planner

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

Job summary

A leading Accountancy & Advisory practice in Leeds is seeking a Financial Planner to lead in the region while benefiting from paraplanning and administrative support. The ideal candidate will have or be studying towards Level 6 Chartered qualifications, allowing autonomy in shaping the role to drive efficiency. The role involves building a network for client generation and utilizing internal leads, making it an exciting opportunity for driven professionals.

Qualifications

• Ideally studying towards or having achieved Level 6 Chartered qualifications.

Responsibilities

• Lead Financial Planner for the region with autonomy to shape the role and processes.
• Utilise regular internal lead flow and actively build and utilise your external network.

Education

Level 6 Chartered qualifications

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.

This is an exciting opportunity as you will be the lead Financial Planner for the region, giving autonomy to sculpt the role and processes to ensure best efficiency and productivity, along with enjoying full paraplanning and administrative support.

You will benefit from regular internal lead flow, whilst being targeted on building and utilising your external network to generate new clients.

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

Responsibilities

• Lead Financial Planner for the region with autonomy to shape the role and processes to ensure efficiency and productivity, supported by paraplanning and administrative resources.
• Utilise regular internal lead flow and actively build and utilise your external network to generate new clients.

Qualifications

• Ideally studying towards or having achieved Level 6 Chartered qualifications.