At a Glance
- Tasks: Provide tailored financial advice to affluent clients and manage a sizeable client book.
- Company: Reputable financial advisory firm with a client-first approach.
- Benefits: Free parking, supportive paraplanning team, and opportunities for professional growth.
- Other info: Inclusive culture focused on diversity and continuous improvement.
- Why this job: Join a growing team and make a real difference in clients' financial lives.
- Qualifications: Level 4 diploma in financial planning; Chartered status is a plus.
The predicted salary is between 54000 - 66000 £ per year.
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.
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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.
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.
Contact Details:
IDEX Consulting Ltd Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner, Leeds
✨Tap into Campus Networks
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Don’t shy away from reaching out directly to firms like IDEX Consulting Ltd Careers. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Planner, Leeds
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to IDEX Consulting Ltd Careers.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on IDEX Consulting Ltd Careers's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at IDEX Consulting Ltd Careers
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with IDEX Consulting Ltd Careers.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at IDEX Consulting Ltd Careers will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former IDEX Consulting Ltd Careers employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
