Financial Planner
1 week ago
Job description IDEX Consulting are working in partnership with a leading Accountancy & Advisory practice who require a Financial Planner to join their Leeds office. The wealth management team is a directly authorised, Independent Financial Adviser offering financial planning services to individuals, business owners, celebrities and sports professionalsThis is an exciting opportunity as you will be the lead Financial Planner for the region, giving autonomy to sculpt the role and processes to ensure best efficiency's and productivity, along with enjoying full paraplanning and administrative support. You will benefit from regular internal lead flow, whilst being targeted on building and utilising your external network to generate new clients.Ideally you will be studying towards or have achieved your Level 6 Chartered qualifications.
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Financial Planner
3 days ago
Leeds, United Kingdom IDEX Consulting Full timeOverviewIDEX Consulting are working in partnership with a leading Accountancy & Advisory practice who require a Financial Planner to join their Leeds office. The wealth management team is a directly authorised, Independent Financial Adviser offering financial planning services to individuals, business owners, celebrities and sports professionals.This is an...
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Financial Planner
2 weeks ago
Leeds, United Kingdom Resource Matters Ltd Full timeBasic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clientsOur Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients....
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Financial Planner
6 days ago
Leeds, United Kingdom IDEX Consulting Ltd Full timeIDEX Consulting are working in partnership with a leading Accountancy & Advisory practice who require a Financial Planner to join their Leeds office. The wealth management team is a directly authorised, Independent Financial Adviser offering financial planning services to individuals, business owners, celebrities and sports professionalsThis is an exciting...
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Financial Planner
2 weeks ago
Leeds, United Kingdom IDEX Consulting Full timeOverviewIDEX Consulting are working in partnership with a leading Accountancy & Advisory practice who require a Financial Planner to join their Leeds office. The wealth management team is a directly authorised, Independent Financial Adviser offering financial planning services to individuals, business owners, celebrities and sports...
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Financial Planner
6 days ago
Leeds, United Kingdom The Progeny Group Limited Full time**The opportunity** We are looking for a Chartered Financial Planner to join our growing team. Working alongside an established team of Financial Planners, you will inherit a diverse portfolio of HNW and VHNW clients, giving you the opportunity to maintain excellent client relationships and deliver exceptional results. We are a firm which prioritises...
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Trainee Financial Planner
6 days ago
Leeds, United Kingdom CB3 Associates Ltd Full time**The Company**:Regional IFA firm who are part of wider, national group and are specifically looking to add a Trainee Financial Planner to their Central Leeds based operation. Working alongside a Chartered Financial Planner with a 12-monthprogression plan to CAS sign off and client bank inheritance, it’s a perfect opportunity for a Qualified Paraplanner to...
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Financial Planner
2 weeks ago
Leeds, United Kingdom IDEX Consulting Ltd Full timeIDEX Consulting are working in partnership with a leading Accountancy & Advisory practice who require a Financial Planner to join their Leeds office. The wealth management team is a directly authorised, Independent Financial Adviser offering financial planning services to individuals, business owners, celebrities and sports professionalsThis is an exciting...
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Financial Planner
2 days ago
Leeds, United Kingdom mbf. Full time**Financial Planner - Leeds - National Wealth Management Organisation - Hybrid working - Salary to £60,000 plus Bonus plus Benefits** MBF are currently working with one of the UK's largest Wealth Management organisations who are looking to add an experienced Financial Planner to their team in Leeds. The role: - The role is focused on servicing existing...
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Financial Planner
1 week ago
Leeds, Leeds, United Kingdom The Progeny Group Limited Full time £40,000 - £60,000 per yearThe opportunity We are looking for a Chartered Financial Planner to join our growing team. Working alongside an established team of Financial Planners, you will inherit a diverse portfolio of HNW and VHNW clients, giving you the opportunity to maintain excellent client relationships and deliver exceptional results. We are a firm which prioritises...
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Financial Planner
1 week ago
Leeds, United Kingdom mbf. Full time**Financial Planner - Leeds - Full client book provided - Salary negotiable to £50,000 - Plenty of opportunities to progress** MBF are currently working with a well established, boutique firm of Wealth Managers who are looking to recruit a Financial Planner for their team in Leeds The role: - Your responsibility will be to service these clients, spotting...