Financial Services Expert

6 days ago


York and North Yorkshire, United Kingdom IDEX Consulting Full time

IDEX Consulting is partnering with a National Wealth Management firm that has achieved significant success in recent years, with strong headcount and AUM growth.

We are seeking a highly experienced Chartered Financial Planner to join their team in North Yorkshire, who will be responsible for growing their existing book and benefiting from a strong brand, proposition, and administrative support.

This is an excellent opportunity for experienced financial planners to take control of their career, with autonomy, freedom, and potential for above-market earnings.

We prioritize conscious inclusion across our business, ensuring everyone can bring their authentic selves to work and feel valued and supported.

What We Offer:

  • Opportunity to grow your existing client base
  • Strong brand and proposition
  • Excellent paraplanning and administrative support
  • Above-market earning potential

Estimated Salary: £70,000 - £90,000 per annum



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