Regional Lead Financial Planner | Autonomy & Growth

IDEX Consulting; Leeds; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading Accountancy & Advisory practice in Leeds is seeking a Financial Planner to lead in the region while benefiting from paraplanning and administrative support. The ideal candidate will have or be studying towards Level 6 Chartered qualifications, allowing autonomy in shaping the role to drive efficiency. The role involves building a network for client generation and utilizing internal leads, making it an exciting opportunity for driven professionals.

Qualifications

• Ideally studying towards or having achieved Level 6 Chartered qualifications.

Responsibilities

• Lead Financial Planner for the region with autonomy to shape the role and processes.
• Utilise regular internal lead flow and actively build and utilise your external network.

Education

Level 6 Chartered qualifications

Job description

A leading Accountancy & Advisory practice in Leeds is seeking a Financial Planner to lead in the region while benefiting from paraplanning and administrative support. The ideal candidate will have or be studying towards Level 6 Chartered qualifications, allowing autonomy in shaping the role to drive efficiency. The role involves building a network for client generation and utilizing internal leads, making it an exciting opportunity for driven professionals.