Financial Services Manager

2 days ago


Sheffield, Sheffield, United Kingdom IDEX Consulting Ltd Full time
About Us

At IDEX Consulting Ltd, we provide expert financial planning services to high-net-worth individuals across Yorkshire.

We are looking for an experienced Financial Planner to join our team and take advantage of our established network and reputation.

The ideal candidate will have excellent communication and interpersonal skills, as well as the ability to work autonomously and manage their time effectively.

The role requires regular face-to-face meetings with clients, which is essential for building strong relationships and delivering high-quality services.

We offer a competitive salary range of £50k - £70k (dependent on experience) + performance-related bonuses, making us one of the top employers in the industry.

Our dedicated Paraplanning and administrative team provides comprehensive support, allowing you to focus on client service and growth opportunities.

To succeed in this role, you should have achieved a Level 4 Diploma and possess a collaborative mindset when working with clients and colleagues.

This is a fantastic opportunity to develop your skills and contribute to the business's continued growth and success.



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