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Financial Planner

  • Salary: £60000 - £70000 per annum + Benefits + Bonus
  • Location: York, North Yorkshire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    14 May 2021
  • Job reference: 35647

Enjoy networking and winning new clients, but frustrated with the limited leads or lack of structure to help you facilitate growth in your portfolio? Perhaps you're a skilled Financial Planner who takes pride in delivering an exceptional client service, you thrive in client-facing advice and you're looking for an opportunity that takes the pressure away from having to externally hunt for new business?


IDEX Consulting are partnered with a growing National wealth management business who are backed by two of the largest brands in banking and asset management, to lead the search for a forward-thinking and ambitious Financial Planner to join their team in the North Yorkshire region.


Your focus will be to provide advice to a small portfolio of existing clients, whilst networking across the business to unearth opportunities to provide new advice to existing clients; in a win and retain capacity. You will benefit from a wealth of resource to support you in your activities, with Paraplanners and Administrators at hand to assist with research, report writing and general administration.


This opportunity would be ideally suited to a Financial Planner based in North Yorkshire (York, Harrogate, Scarborough, etc), who's confident in their ability to win and provide advice to new clients; has a strong technical background with experience of tackling HNW clients on complex cases; and is looking for a business to challenge their ability and grow.


Starting salary up to c. £70,000 + bonus + exceptional pension and reward package.


Get in touch with James Salmon at IDEX Consulting for more information or apply for immediate consideration.

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