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Financial Planner

  • Salary: £60000 - £80000 per annum + Package + bonus
  • Location: Leeds, West Yorkshire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    16 Jul 2021
  • Job reference: 35960

A UK leading Investment and wealth management firm, are searching for a high-calibre, and well-networked Financial Planner to join their growing team in Leeds.

Due to growth, we're searching for an individual to build and develop trusted relationships with current and prospective clients; providing bespoke financial planning and wealth management advice whilst leveraging the resource of a leading National to grow your client portfolio.

This would be an ideal opportunity for a passionate, well-networked, and client-focused Financial Planner; to join a growing business with excellent long-term prospects.


  • Develop a network of clients and professional connections across the region, to grow the opportunity to provide holistic financial advice
  • Work collaboratively with the support team to produce clear, accurate and compliant financial plans for clients
  • Attend functions and events to build professional relationships and promote the firm
  • Create new business opportunities and win new clients through professional connections, joint-ventures and client referrals
  • Help potential clients make positive decisions about their financial future and to implement any recommendations

What we're searching for

  • Diploma qualified and ideally Chartered or working towards this qualification
  • Experience in delivering quality fee-based business and utilising cash flow modelling tools to provide holistic advice to wealthy private clients
  • Able to demonstrate a client following or introducers to grow the opportunity for new business generation
  • Strong technical background with experience of IHT/Estate planning considered advantageous but not essential
  • Successful track record within the marketplace and ability to deal with new and existing clients

What's in it for you

  • Competitive starting salary up to c. £80,000 plus bonus and package
  • Extensive back office, administration and paraplanning support
  • Career development and study framework to support with additional and advanced qualifications

Apply in confidence of contact James Salmon at IDEX Consulting for more information.

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