IDEX Consulting are working in partnership with a highly regarded financial advisory business who require a Financial Planner to join their busy team on the outskirts of Leeds city center (free parking available). The business is well known for having a strong emphasis on tailored advice rather than off-the-shelf solutions and has seen organic FUM growth through a truly client first service. With acquisitions in the pipeline and continued growth of FUM via organic growth, an opportunity has arisen to join the business and inherit a sizeable client book of highly affluent/HNW clients that drives consistent revenue. You will benefit from a paraplanning and admin team that has demonstrated longevity within the business. The successful applicant will have achieved their level 4 diploma. Studying towards or having achieved Chartered status is advantageous but not a necessity. It is important that the right candidate demonstrates empathy and a collaborative mindset when working with clients and colleagues within the business. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and I...
Financial Planner, Leeds employer: IDEX Consulting Ltd Careers
Join a well-established independent Chartered insurance broker in Bristol, where you will find a supportive work culture that prioritises employee growth and development. With comprehensive training and mentorship from experienced professionals, you'll have the opportunity to enhance your technical knowledge and advance your career in the commercial insurance market. The company values ambition and offers a dynamic environment that encourages progression, making it an excellent employer for those looking to build a meaningful career.
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IDEX Consulting Ltd Careers Recruitment Team
