Chartered Financial Planning Expert

3 weeks ago


York and North Yorkshire, United Kingdom IDEX Consulting Full time

Are you a motivated and experienced Financial Planner looking for a new challenge? Do you want to work for a dynamic and forward-thinking National Wealth Management firm?

We are seeking a Chartered Financial Planning Expert to join our team in North Yorkshire. As a key member of our team, you will have the opportunity to develop and implement financial planning strategies, provide expert advice to clients, and build and maintain strong relationships with clients and colleagues.

We estimate the salary for this position to be around £65,000 - £85,000 per annum, depending on experience.

Company Overview:

IDEX Consulting is a leading National Wealth Management firm with a strong reputation for delivering exceptional results. Our team is passionate about providing outstanding service to our clients and making a positive impact in our community.



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