Wealth-Focused Financial Planner for Affluent Clients

IDEX Consulting Ltd; York and North Yorkshire; On-site; GBP 50,000 - 70,000; Full time

Benefits offered by this job

High-quality client bank

Strong operational and paraplanning support

Clear growth trajectory

Job summary

IDEX Consulting Ltd is seeking an experienced Financial Planner to manage a portfolio of affluent clients in York and North Yorkshire. This role offers immediate access to a high-quality client bank, strong operational and paraplanning support, and a clear growth trajectory. The ideal candidate will have strong interpersonal skills, a client-centric approach, and a passion for delivering high-quality financial advice. Be part of a collaborative culture focused on long-term client relationships.

Qualifications

• Chartered status or working towards is desirable.
• Strong interpersonal skills with a client-centric approach.
• Collaborative mindset and ability to work effectively within a team.
• Passionate about delivering high-quality, personalised advice.

Responsibilities

• Managing and developing an existing portfolio of clients.
• Delivering holistic financial planning advice tailored to individual needs.
• Building long-term, trusted client relationships.
• Collaborating closely with paraplanners and support staff.

Skills

Interpersonal skills

Client-centric approach

Team collaboration

Education

Chartered status or working towards

Job description

IDEX Consulting Ltd is seeking an experienced Financial Planner to manage a portfolio of affluent clients in York and North Yorkshire. This role offers immediate access to a high-quality client bank, strong operational and paraplanning support, and a clear growth trajectory. The ideal candidate will have strong interpersonal skills, a client-centric approach, and a passion for delivering high-quality financial advice. Be part of a collaborative culture focused on long-term client relationships.