Lead Financial Planner – Autonomy

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...

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.This is an...

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...

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...

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...

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...

**Financial Planner** **Home-based, operating across Leeds or surrounding regions** **Salary up to c. £70,000 plus comprehensive market-leading benefits package and bonus** Are you looking for a firm to support you in generating new clients, leads and opportunities? Looking for a business with prestige, a client focused proposition and a strong reputation...

Basic 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....

**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...

**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...