Senior Financial Policy Specialist

2 weeks ago


York and North Yorkshire, United Kingdom IDEX Consulting Full time

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

We are seeking a highly experienced Chartered Financial Planner to join their team in North Yorkshire.

The ideal candidate will be local to the region and well-placed to grow their existing book, benefiting from a strong brand, proposition, paraplanning, and administrative support.

With excellent autonomy, freedom, and potential for above-market earnings, this opportunity may be of interest to experienced financial planners looking to secure their future.

We strive for an inclusive company culture at IDEX, where everyone is treated fairly and can bring their authentic selves to work. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Estimated Salary: £60,000 - £80,000 per annum



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