Chartered Financial Planner
1 week ago
OverviewA national Wealth Management business is looking to hire a Chartered Financial Planner to their existing, long-standing team.Due to continued increase in AUM and succession planning, high net worth (HNW) clients are available to inherit, helping you hit the ground running and quickly settle into the team.ResponsibilitiesProvide in-depth knowledge of Financial Planning and client advice, including complex and higher risk areas (e.g., EIS/VCT/Business Relief/IHT/Trusts).Proactively develop new client relationships and maintain relationships with professional introducers; attend network events as appropriate.Collaborate with an established Investment Management team; work with full paraplanning and administrative support.RequirementsChartered Financial Planner qualification (or equivalent).Extensive knowledge of Financial Planning and complex/high-risk advice areas mentioned above.Proactive, with demonstrated ability to build and maintain professional relationships.Office has collaborative approach and full paraplanning/administrative support.Note: Visit the IDEX Consulting Ltd website for further opportunities. The information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.Diversity, Equity and InclusionOur Diversity, Equity and Inclusion MissionAt IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways. #J-18808-Ljbffr
-
Chartered Financial Planner
6 days ago
Leeds, United Kingdom IDEX Consulting Ltd Full timeChartered Financial Planner Leeds £80,000 - £110,000 basic salary + annual bonus An exceptional opportunity has arisen in Yorkshire for a Chartered Financial Planner to join a premier Investment Bank, primarily serving high-net-worth and ultra-high-net-worth clients. Based in modern offices in central Leeds, the Financial Planner will collaborate closely...
-
Chartered Financial Planner
7 days ago
Leeds, Leeds, United Kingdom IDEX Consulting Ltd Full time £80,000 - £1,210,000 per yearChartered Financial PlannerLeeds£80,000 - £110,000 basic salary + annual bonusAn exceptional opportunity has arisen in Yorkshire for a Chartered Financial Planner to join a premier Investment Bank, primarily serving high-net-worth and ultra-high-net-worth clients.Based in modern offices in central Leeds, the Financial Planner will collaborate closely with...
-
Chartered Financial Planner
3 days ago
Leeds, United Kingdom IDEX Consulting Full timeJob description A national Wealth Management business are looking to hire a Chartered Financial Planner to their existing, long-standing team.Due to a continued increased in AUM, along with succession planning, HNW clients are available to inherit, helping you hit the ground running and quickly settle into the team. The business requires the successful...
-
Chartered Financial Planner, Leeds
5 days ago
Leeds, United Kingdom IDEX Consulting Full timeOverviewA national wealth management business is looking to hire a Chartered Financial Planner to their existing, long-standing team.Due to a continued increase in AUM, along with succession planning, high net worth (HNW) clients are available to inherit, helping you hit the ground running and quickly settle into the team.ResponsibilitiesApply in-depth...
-
Chartered Financial Planner, Leeds
5 days ago
Leeds, United Kingdom IDEX Consulting Full timeJob description A national wealth management business are looking to hire a Chartered Financial Planner to their existing, long-standing team.Due to a continued increased in AUM, along with succession planning, HNW clients are available to inherit, helping you hit the ground running and quickly settle into the team. The business requires the successful...
-
Financial Planner
1 week 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...
-
Trainee Financial Planner
2 weeks 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...
-
Financial Planner
2 weeks ago
Leeds, United Kingdom IDEX Consulting Full timeJob 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...
-
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...
-
Financial Planner
2 weeks 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...
