Wealth Management Specialist

3 weeks ago


Yorkshire And The Humber, United Kingdom IDEX Consulting Ltd Full time

**Unlock Your Potential as a Financial Planner with IDEX Consulting Ltd**

We are looking for a motivated and experienced Financial Planner to join our dynamic team in Yorkshire. As a Financial Planner with our company, you will have the opportunity to work with a diverse range of clients, managing their finances and providing tailored investment advice.

This is an excellent opportunity for someone who wants to take their career to the next level, leveraging their expertise and skills to drive business growth. You will be responsible for managing a significant portion of our client base, delivering high-quality financial planning services and building long-term relationships.

**Responsibilities Include:**

  • Client acquisition and retention
  • Financial planning and investment advice
  • Regular client reviews and progress updates

**Why Choose IDEX Consulting Ltd?:**

  • A competitive basic salary of £50k-£70k (depending on experience) + bonuses
  • A comprehensive benefits package, including flexible working arrangements
  • The chance to work with a leading financial advisory business in Yorkshire

Estimated Salary: £60,000-£75,000 per annum.



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