Yorkshire | Hybrid working - reporting into offices in either Leeds or Sheffield
IDEX Consulting are working in partnership with a highly regarded financial advisory business who require a Financial Planner to join their busy team.
With acquisitions in the pipeline and continued growth of FUM via organic growth, an opportunity has arisen to join the business and inherit a sizeable client book of highly affluent/HNW clients that drives consistent revenue.
With clients based across Yorkshire, a strong client service is key, and so you will have autonomy and freedom to manage your own diary to suit your clients' needs with face-to-face meetings.
You will benefit from a Paraplanning and admin team that has demonstrated longevity within the business.
The successful applicant will have achieved their Level 4 Diploma. Studying towards or having achieved Chartered status is advantageous but not a necessity.
#J-18808-Ljbffr