At a Glance
- Tasks: Provide expert financial planning and advice to high net worth clients.
- Company: Join a national wealth management firm with a collaborative culture.
- Benefits: Enjoy competitive salary, support from paraplanning, and professional growth opportunities.
- Other info: Be part of a diverse team committed to inclusion and equity.
- Why this job: Make a real impact by helping clients navigate complex financial landscapes.
- Qualifications: Must be a Chartered Financial Planner with strong knowledge of high-risk financial areas.
The predicted salary is between 36000 - 60000 £ per year.
Overview
A national wealth management business is looking to hire a Chartered Financial Planner to their existing, long-standing team.
Due to a continued increase in AUM, along with succession planning, high net worth (HNW) clients are available to inherit, helping you hit the ground running and quickly settle into the team.
Responsibilities
- Apply in-depth knowledge of financial planning and client advice, including complex and higher risk areas (eg EIS/VCT/business relief/IHT/trusts), to support clients and the business.
- Proactively build and maintain relationships with professional introducers and participate in network events to introduce new clients.
- Collaborate with an established investment management team and work with full paraplanning and administrative support provided.
Qualifications
- Chartered Financial Planner or equivalent recognised qualification.
- Strong knowledge of financial planning and complex high-risk areas (eg EIS/VCT/business relief/IHT/trusts).
- Proactive attitude with a proven ability to build and maintain professional relationships and generate new business through introducers and networks.
Company and Benefits
The office has a collaborative approach, with close collaboration with the investment management team. Paraplanning and administrative support are provided.
Privacy and Inclusion
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.
Chartered Financial Planner, Leeds employer: IDEX Consulting
As a Chartered Financial Planner in Leeds, you will join a national wealth management business that prioritises collaboration and professional growth. With a strong focus on diversity, equity, and inclusion, the company fosters a supportive work culture where you can thrive alongside an established investment management team, benefiting from comprehensive paraplanning and administrative support. This role offers the unique advantage of inheriting high net worth clients, allowing you to make an immediate impact while enjoying ample opportunities for career advancement.
StudySmarter Expert Advice🤫
We think this is how you could land Chartered Financial Planner, Leeds
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like IDEX Consulting. 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 Chartered 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.
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'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
✨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.
✨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 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 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.
