Elite Wealth Planner for High‑Net‑Worth Clients in Leeds
Elite Wealth Planner for High‑Net‑Worth Clients

Elite Wealth Planner for High‑Net‑Worth Clients in Leeds

Leeds Full-Time No home office possible
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A premier investment bank in Leeds is seeking a Chartered Financial Planner to join its team. This role focuses on serving high-net-worth clients without new business targets. The successful candidate will work closely with Wealth Managers, engaging directly with clients and providing exceptional guidance. Strong technical skills and clear communication are essential for ensuring clients understand complex financial concepts. This position offers a collaborative and supportive work environment, emphasizing diversity and inclusion. #J-18808-Ljbffr

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Contact Detail:

IDEX Consulting Recruiting Team

Elite Wealth Planner for High‑Net‑Worth Clients in Leeds
IDEX Consulting
Location: Leeds
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