Financial Planner

2 weeks ago


Leeds, United Kingdom IDEX Consulting Full time

OverviewIDEX 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.ResponsibilitiesLead Financial Planner for the region with autonomy to sculpt the role and processes to ensure best efficiency and productivity, with full paraplanning and administrative support.Benefit from regular internal lead flow while targeting growth by building and utilising your external network to generate new clients.QualificationsIdeally you will be studying towards or have achieved your Level 6 Chartered qualifications.Additional InformationVisit the IDEX Consulting Ltd website for further opportunities.Diversity, Equity and InclusionOur Diversity, Equity and Inclusion Mission: At 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


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