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Financial Planner

Job description

Our client, an established financial advisory firm with presence across the UK, require a Financial Planner to join their Leeds offices.

With a proven ability to help the existing team achieve new business targets, you will be supported by a strong leadership team that encourages autonomy and flexibility.

New business is a focus in this role. So long as you can demonstrate a can-do and pro-active mindset and hold a genuine interest in building new relationships externally, you will receive coaching and development to help create this in to new leads and referrals.

You must hold a level 4 qualification in financial advice with recent and relevant experience within the industry.

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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.