Wealth Planner

IDEX Consulting Ltd; Leeds; On-site; GBP 80,000 - 100,000; Full time

Job summary

A premier investment bank is seeking a Chartered Financial Planner based in Leeds to provide exceptional client-focused service without new business targets. This role involves collaboration with the wealth management team and direct communication with high-net-worth clients, ensuring clear communication of complex financial concepts. The successful candidate will benefit from a supportive environment that values collaborative success and provides regular interaction with senior leadership.

Qualifications

• Experience working with high-net-worth and ultra-high-net-worth clients.
• Ability to collaborate with Wealth Managers.
• Capability to communicate financial concepts clearly.

Responsibilities

• Collaborate closely with the wealth management team.
• Provide client-facing guidance and services.
• Attend meetings with clients throughout Yorkshire.

Skills

Strong technical abilities

Communication of complex 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.