Job description
IDEX Consulting are working in partnership with a leading Accountancy & Advisory practice who require a Financial Planner to join their Leeds office. The wealth management team is a directly authorised, Independent Financial Adviser offering financial planning services to individuals, business owners, celebrities and sports professionals
This is an exciting opportunity as you will be the lead Financial Planner for the region, giving autonomy to sculpt the role and processes to ensure best efficiency's and productivity, along with enjoying full paraplanning and administrative support.
You will benefit from regular internal lead flow, whilst being targeted on building and utilising your external network to generate new clients.
Ideally you will be studying towards or have achieved your Level 6 Chartered qualifications.
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
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.
