Financial Planner

IDEX Consulting Ltd; Leeds; On-site; GBP 55,000 - 70,000; Full time

Job summary

IDEX Consulting Ltd is partnering with a highly regarded financial advisory business to appoint a Financial Planner to join their busy team in Leeds. You will inherit a sizeable client book of affluent/HNW clients, with ongoing business growth and a focus on tailored advice.

The role offers £55k-£70k basic salary (DOE) plus bonuses. You will benefit from a Paraplanning and admin team and a supportive, collaborative environment.

Qualifications

• Has Level 4 Diploma
• Chartered status advantageous but not required
• Empathy and collaborative mindset when working with clients and colleagues

Skills

Empathy

Collaborative mindset

Education

Level 4 Diploma

Job description

£55k - £70k basic salary (DOE) + bonuses

Clients to inherit

IDEX Consulting are working in partnership with a highly regarded financial advisory business who require a Financial Planner to join their busy team.

The business is well known for having a strong emphasis on tailored advice rather than off-the-shelf solutions and has seen organic FUM growth through a truly client first service.

With acquisitions in the pipeline and continued growth of FUM via organic growth, an opportunity has arisen to join the business and inherit a sizeable client book of highly affluent/HNW clients that drives consistent revenue.

You will benefit from a Paraplanning and admin team that has demonstrated longevity within the business.

The successful applicant will have achieved their Level 4 Diploma. Studying towards or having achieved Chartered status is advantageous but not a necessity.

It is important that the right candidate demonstrates empathy and a collaborative mindset when working with clients and colleagues within the business.