Wealth Planner

IDEX Consulting; Leeds; On-site; GBP 50,000 - 80,000; Full time

Job summary

A premier investment bank in Leeds is seeking a Chartered Financial Planner to join its team. This role focuses on serving high-net-worth clients without new business targets. The successful candidate will work closely with Wealth Managers, engaging directly with clients and providing exceptional guidance. Strong technical skills and clear communication are essential for ensuring clients understand complex financial concepts. This position offers a collaborative and supportive work environment, emphasizing diversity and inclusion.

Qualifications

• Experience in financial services and planning with high-net-worth clients is preferred.
• Ability to collaborate with wealth management teams.
• Excellent interpersonal and communication skills.

Responsibilities

• Collaborate closely with the wealth management team.
• Attend meetings with clients throughout Yorkshire.
• Provide year-round guidance to clients.

Skills

Strong technical abilities

Clear communication of financial concepts

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.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.