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Financial Planner

Job description

IDEX Consulting are working in partnership with an advisory business that has seen strong growth during 2023 with significant acquisitions across Yorkshire. With an internal DFM proposition, the business is well placed in the market to continue its growth strategy.

The team provides comprehensive, professional and independent advice to clients, who appreciate the bespoke and first-class service delivered by the experienced, reliable and reputable team.

Currently, there is an opportunity for a Financial Planner to join the business within their Sheffield base due to succession planning.

The successful individual will join a strong team unit and have access to clients to help find your feet. Naturally, you will then be encouraged to utilise your own external network to continue to generate new business.

The ideal candidate will be Level 4 Diploma qualified (Chartered qualified is beneficial).

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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.