Financial Planner, Leeds

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

Job summary

IDEX Consulting are partnering with a respected financial advisory business to recruit a Financial Planner on the outskirts of Leeds, with free parking. You will inherit a sizeable client book of affluent/HNW clients and work with a paraplanning and admin team that supports longevity.

A Level 4 Diploma in Financial Planning is required, Chartered status appreciated but not necessary, and a collaborative, empathetic approach is essential.

Qualifications

• Level 4 Diploma in Financial Planning required or currently studying.
• Chartered status advantageous but not essential.
• Empathy and collaborative mindset when working with clients.

Skills

Financial planning

Client advisory

Paraplanning support

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.

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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.