Regional Lead Financial Planner | Autonomy

7 days ago


Leeds, United Kingdom IDEX Consulting Full time

A leading Accountancy & Advisory practice in Leeds is seeking a Financial Planner to lead in the region while benefiting from paraplanning and administrative support. The ideal candidate will have or be studying towards Level 6 Chartered qualifications, allowing autonomy in shaping the role to drive efficiency. The role involves building a network for client generation and utilizing internal leads, making it an exciting opportunity for driven professionals.
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