HNW Wealth Planner | Client‑First, Leeds (Free Parking)

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 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.