Financial Planner

1 week ago


South Yorkshire, United Kingdom IDEX Consulting Ltd Full time €50,000 - €70,000

Financial Planner

Yorkshire | Hybrid working - reporting into offices in either Leeds or Sheffield

£50k - £70k basic salary (DOE) + bonuses

IDEX Consulting are working in partnership with a highly regarded financial advisory business who require a Financial Planner to join their busy team.

With acquisitions in the pipeline and continued growth of FUM via organic growth, an opportunity has arisen to join the business and inherit a sizeable client book of highly affluent/HNW clients that drives consistent revenue.

With clients based across Yorkshire, a strong client service is key and so you will have autonomy and freedom to manage your own diary to suit your clients needs with face to face meetings.

You will benefit from a Paraplanning and admin team that has demonstrated longevity within the business.

The successful applicant will have achieved their Level 4 Diploma. Studying towards or having achieved Chartered status is advantageous but not a necessity.

It is important that the right candidate demonstrates empathy and a collaborative mindset when working with clients and colleagues within the business.



  • North Yorkshire, United Kingdom Pura Vida Financial Planning Full time

    It’s likely that you’ll currently be working as a Paraplanner or a Trainee / Associate Financial Planner role, and that you’ll hold some (or all) of the modules for a Diploma in Regulated Financial Planning. Initially, you’ll use your expertise to support two Senior Financial Planners with c100 clients. This will involve regular interactions with...

  • Financial Planner

    2 weeks ago


    South Yorkshire, United Kingdom IDEX Consulting Ltd Full time

    Financial PlannerYorkshire | Hybrid working - reporting into offices in either Leeds or Sheffield£50k - £70k basic salary (DOE) + bonusesIDEX Consulting are working in partnership with a highly regarded financial advisory business who require a Financial Planner to join their busy team. With acquisitions in the pipeline and continued growth of FUM via...

  • Financial Planner

    2 weeks ago


    South Yorkshire, United Kingdom IDEX Consulting Ltd Full time

    Financial PlannerYorkshire | Hybrid working - reporting into offices in either Leeds or Sheffield£50k - £70k basic salary (DOE) + bonusesIDEX Consulting are working in partnership with a highly regarded financial advisory business who require a Financial Planner to join their busy team. With acquisitions in the pipeline and continued growth of FUM via...

  • Financial Planner

    2 weeks ago


    South Yorkshire, United Kingdom IDEX Consulting Ltd Full time

    Financial PlannerYorkshire | Hybrid working - reporting into offices in either Leeds or Sheffield£50k - £70k basic salary (DOE) + bonusesIDEX Consulting are working in partnership with a highly regarded financial advisory business who require a Financial Planner to join their busy team. With acquisitions in the pipeline and continued growth of FUM via...


  • South Yorkshire, United Kingdom IDEX Consulting Ltd Full time €50,000 - €70,000

    Financial Planner Yorkshire | Hybrid working - reporting into offices in either Leeds or Sheffield £50k - £70k basic salary (DOE) + bonuses IDEX Consulting are working in partnership with a highly regarded financial advisory business who require a Financial Planner to join their busy team. With acquisitions in the pipeline and continued growth of...

  • Financial Planner

    2 weeks ago


    South Yorkshire, UK, UK, United Kingdom IDEX Consulting Ltd Full time

    Financial PlannerYorkshire | Hybrid working - reporting into offices in either Leeds or Sheffield£50k - £70k basic salary (DOE) + bonusesIDEX Consulting are working in partnership with a highly regarded financial advisory business who require a Financial Planner to join their busy team. With acquisitions in the pipeline and continued growth of FUM via...

  • Financial Planner

    3 days ago


    West Yorkshire, United Kingdom Search Consultancy Full time

    IFA/ Financial Planner Region: West Yorkshire £60,000-£100,000 base dependent on experience Would you like to work for an award winning Financial Advice business? Would you like to work for an organisation that prides itself in supporting their staff? Due to their ongoing success an opportunity has arisen in a well-established national financial firm. Due...

  • Financial Planner

    5 days ago


    West Yorkshire, United Kingdom Search Consultancy Full time

    IFA/ Financial Planner Region: West Yorkshire £60,000-£100,000 base dependent on experience Would you like to work for an award winning directly Authorised business? Would you like to work for an organisation that prides itself in supporting their staff? Due to their ongoing success an opportunity has arisen in a well-established national...

  • Financial Planner

    5 days ago


    South West England, United Kingdom IDEX Consulting Ltd Full time

    My client is a National Wealth management firm who have an opportunity in the South West for a Financial Planner to join the team. Working with some existing clients but being able to source your own clients and be comfortable in doing so, is a necessity for the role. The successful applicant will be minimum Level 4 qualified (ideally working towards...

  • Financial Planner

    2 weeks ago


    Yorkshire And The Humber, United Kingdom IDEX Consulting Ltd Full time

    Financial PlannerYorkshire | Hybrid working - reporting into offices in either Leeds or Sheffield£50k - £70k basic salary (DOE) + bonusesIDEX Consulting are working in partnership with a highly regarded financial advisory business who require a Financial Planner to join their busy team. With acquisitions in the pipeline and continued growth of FUM via...


  • South Shields, South Tyneside, United Kingdom beBee Professionals Full time £45,000 - £65,000

    We are seeking a Senior Financial Planner to join our finance team at beBee Professionals. As a key member of our team, you will be responsible for developing and implementing financial planning and budgeting processes.Key Responsibilities:Develop and implement financial planning and budgeting processes.Monitor and manage cash flow to ensure financial...


  • York and North Yorkshire, United Kingdom IDEX Consulting Full time

    As a Chartered Financial Planner in North Yorkshire, you will have the opportunity to join a successful National Wealth Management firm that has demonstrated strong growth in recent years.The role involves working closely with the existing team to uplift their existing book, leveraging a strong brand, proposition, and administrative support.This is an...

  • Planner

    3 weeks ago


    South Cheriton, United Kingdom Morson Talent Careers Full time

    Morson Talent currently have an opportunity available for Planner to work at or prestigious aerospace client in Yeovil.This is an initial 1 year contract, with potential of extension.The Planning role is responsible for developing and maintaining the project master schedule in accordance with the contract, through direct liaison with other business...

  • Head of Wealth

    7 days ago


    West Yorkshire, United Kingdom Hays Specialist Recruitment Limited Full time

    Head of Wealth / Chartered Planner : Yorkshire : to c£100k basic + bonus **Your new company** Exceptional opportunity has arisen within a highly reputable firm of IFAs for an experienced wealth adviser / Chartered Planner to head up the firm's financial services business and drive this forward. **Your new role** A senior appointment for the firm, key...

  • Repairs Planner

    7 months ago


    South Shields, United Kingdom Sanctuary Health Full time

    **Join Sanctuary Personnel - Connect with us and make a difference.** Sanctuary Personnel, a dedicated and award-winning recruitment agency, holds an impressive TrustPilot score of 4.8/5 with over 500+ reviews, demonstrating our commitment to excellence. We are actively seeking Repairs Planners for an exciting opportunity in South Shields. Connect with us...


  • York and North Yorkshire, United Kingdom IDEX Consulting Full time

    At IDEX Consulting, we are seeking a Chartered Financial Planner to join our National Wealth Management firm in North Yorkshire. With strong headcount and AUM growth, this is an exciting opportunity for an experienced Financial Planner to uplift their existing book and benefit from a strong brand, proposition, and excellent paraplanning support.Key...

  • Maintenance Planner

    2 months ago


    sheffield, south yorkshire, United Kingdom Mondelez GLobal LLC Full time

    Job DescriptionWhat makes working at Mondelēz International so special? Many things. The iconic brands and global nature of our business. The continuous innovation and endless opportunities to grow. The chance, each day, to put a smile on people’s faces. We’re the world’s leading maker of Chocolate, Biscuits, Candy and Gum with billion-dollar brands...


  • West Yorkshire, United Kingdom Search Consultancy Full time

    Financial Planning Administrator West Yorkshire (hybrid home and office working of up to 4 days home per week) Up to £32,000 basic plus benefits package including 10% pension, 20% bonus, exam support, flexible working, free parking I am looking to speak to any experienced financial planning support professionals in the West Yorkshire area who might be...

  • Production Planner

    1 week ago


    South Witham, United Kingdom Pilgrims Europe Full time

    We have an exciting opportunity for a Production Planner at our site at Spalding, to manage all aspects of the site manufacturing process through weekly capacity planning and daily production schedules and issue daily KPI'S Position: Site Planner (Production) Location: Spalding Employment Type: Permanent Working Hours: 9:00am - 19:30pm - 45 hours/week...

  • Resource Planner

    5 days ago


    South West, United Kingdom NFU Mutual Full time

    **Resource Planner**: - Circa £40,000 depending on experience + up to 17.5% annual bonus potential + benefits - 35-hour working week, Monday-Friday + competitive hybrid working options - Influential role with the opportunity to work with senior leadership **About the role**: We are seeking an experienced real time Resource Planner to join us on a...