Investment Planning Advisor

3 weeks ago


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

**Experienced Financial Planner Wanted for Yorkshire-Based Role**

We are seeking a seasoned Financial Planner to join our esteemed team in Yorkshire. As a key player in our business, you will have the opportunity to work with a range of affluent and HNW clients, providing expert financial planning and investment advice.

This is an exciting opportunity for someone who wants to leverage their experience and skills to drive business success. You will be responsible for managing a significant portfolio of clients, delivering tailored financial solutions and building lasting relationships.

**Your Key Responsibilities Will Be:**

  • Managing client relationships and delivering exceptional service
  • Providing bespoke financial planning and investment advice
  • Collaborating with the Paraplanning and admin team to ensure seamless client delivery

**What Sets Us Apart:**

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

Estimated Salary: £62,500-£72,500 per annum.



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