Financial Planner: Inherit HNW Book with Paraplanning

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

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.