Financial Planning Specialist
6 days ago
Yorkshire | Hybrid working - reporting into offices in either Leeds or Sheffield
IDEX Consulting, a highly regarded financial advisory business, requires a Financial Planner to join their busy team.
The company has experienced acquisitions and continues to grow its Funds Under Management (FUM) via organic growth. This presents an opportunity to inherit a sizeable client book of affluent/HNW clients, driving consistent revenue.
Estimated Salary: £60,000 - £80,000 per annum based on the location and industry standards.
Job Description:
- Company Overview: IDEX Consulting is a leading financial advisory business with a strong presence in Yorkshire.
- Job Responsibilities: The successful candidate will be responsible for managing client relationships, providing investment advice, and growing the client base.
- Required Skills and Qualifications: A degree in finance or a related field, excellent communication skills, and experience in financial planning.
- Benefits: Competitive salary, hybrid working arrangement, and opportunities for professional growth.
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