At a Glance
- Tasks: Provide holistic financial planning to high-net-worth clients and manage a £20m client bank.
- Company: Independent wealth management business in Leeds with a supportive culture.
- Benefits: Hybrid working model, strong support teams, and clear growth path.
- Other info: Opportunity to grow your own client base with excellent support.
- Why this job: Join a growing firm and make a real impact on clients' financial futures.
- Qualifications: Experience as a Financial Adviser and strong client relationship skills.
The predicted salary is between 54000 - 66000 £ per year.
IDEX Consulting Ltd. is seeking an experienced Financial Adviser to join a growing, independent wealth management business in Leeds.
You will inherit a client bank of approximately £20m FUM from day one and provide holistic financial planning to high-net-worth clients.
The role offers a clear path to grow your own client base, with strong support from paraplanning and client services teams, and a hybrid working pattern (Leeds office plus remote days).
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Financial Planner with £20m FUM – Hybrid Role in Guiseley employer: IDEX Consulting Ltd
IDEX Consulting Ltd is an excellent employer that values innovation and integrity, offering a dynamic work culture where compliance and operational excellence are at the forefront of business growth. With flexible working arrangements and a commitment to employee development, team members are empowered to shape processes and drive meaningful change within the insurance sector. Join us in a role that not only challenges you but also rewards your contributions in a supportive environment.
