Financial Strategist

**IDEX Consulting Ltd - Financial Planner Role Summary**

We are seeking a highly skilled Financial Planner to join our busy team in Yorkshire. As a key member of the business, you will have autonomy and freedom to manage your own diary, providing face-to-face meetings with clients across the region.

This is an excellent opportunity for someone who has achieved their Level 4 Diploma or is studying towards Chartered status. You will be responsible for managing a sizeable client book of affluent/HNW individuals, driving consistent revenue through organic growth and acquisitions.

The successful candidate will demonstrate empathy and a collaborative mindset when working with clients and colleagues. A strong client service ethic is essential, and you will benefit from a dedicated Paraplanning and admin team that has demonstrated longevity within the business.

**Key Responsibilities:**

• Manage a portfolio of affluent/HNW clients across Yorkshire
• Provide face-to-face meetings and tailored financial planning services
• Collaborate with the Paraplanning and admin team to deliver exceptional client service

**What We Offer:**

• A basic salary of £50k-£70k (depending on experience) + bonuses
• An attractive benefits package, including hybrid working arrangements
• The opportunity to work with a highly regarded financial advisory business in Yorkshire

Estimated Salary: £55,000-£65,000 per annum.