Wealth Planner

IDEX Consulting; Leeds; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading investment bank is seeking a Chartered Financial Planner to join their team in central Leeds. The role offers an exceptional opportunity to work with high-net-worth clients without new business targets. You'll collaborate with the wealth management team, providing ongoing guidance and support while regularly interacting with clients. Ideal candidates will have strong technical abilities and excellent communication skills to convey complex financial concepts clearly, aiding in high-quality service delivery. The position promises a collaborative environment focused on client success.

Qualifications

• Experience in financial planning with high-net-worth clients is preferred.
• Ability to work collaboratively within a team.
• Strong interpersonal skills for client interactions.

Responsibilities

• Collaborate with the wealth management team to provide guidance.
• Engage with clients for services throughout Yorkshire.
• Communicate effectively with clients on financial matters.

Skills

Strong technical abilities

Clear communication of financial concepts

Job description

Job description

An exceptional opportunity has arisen in Yorkshire for a Chartered Financial Planner to join a premier investment bank, primarily serving high-net-worth and ultra-high-net-worth clients.

Based in modern offices in central Leeds, the Financial Planner will collaborate closely with the wealth management team, offering year-round guidance and services to both new and long-standing clients. In this role, you will have regular, direct interactions with clients, playing a vital and collaborative role alongside the Wealth Managers. You will frequently attend meetings with clients throughout Yorkshire. Having worked with the team regularly in recent years, the collaborative working environment and the enjoyment of each others successes are a particular area of enjoyment for the office.

The role offers regular and direct communication with the CEO and Regional Partners, supported by strong administrative networks to ensure seamless and diligent client service.

This client-focused position has no new business targets. The ideal candidate will possess strong technical abilities and be able to communicate complex financial concepts clearly and transparently to clients, ensuring an understandable and high-quality service.