IDEX Consulting Ltd
Financial Planner
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Financial Planner
Leeds | Hybrid working
£55k - £70k basic salary (DOE) + bonuses
Clients to inherit
IDEX Consulting are working in partnership with a highly regarded financial advisory business who require a Financial Planner to join their busy team.
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.
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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.
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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.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
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