HNW Financial Planner — Client-First Growth Role (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 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.