Financial Planner, Leeds

IDEX Consulting Ltd; Leeds; On-site; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Free parking

Job summary

IDEX Consulting Ltd, in partnership with a respected financial advisory business, seeks a Financial Planner to join their busy team on the outskirts of Leeds with free parking.

The role involves inheriting a sizeable client book of affluent/HNW clients, delivering tailored advice, and working with a paraplanning and admin team. Level 4 Diploma completed; Chartered status advantageous but not essential, with emphasis on empathy and collaboration.

Qualifications

• Level 4 Diploma in Financial Planning completed or underway.
• Chartered status advantageous but not essential.
• Demonstrates empathy and a collaborative mindset with clients and colleagues.

Responsibilities

• Inherit a sizeable client book of affluent/HNW clients.
• Deliver tailored financial planning advice and ongoing reviews.
• Collaborate with paraplanning and admin teams to service clients.

Skills

Empathy

Client-focused

Collaboration

Education

Level 4 Diploma in Financial Planning

Job description

IDEX Consulting are working in partnership with a highly regarded financial advisory business who require a Financial Planner to join their busy team on the outskirts of Leeds city center (free parking available).

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.

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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.