This range is provided by IDEX Consulting Ltd. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
£70,000 - £100,000 basic salary + annual, discretionary bonus
Managing Consultant | Wealth Management/Financial Services
Chartered Financial Planner
Location: Leeds
A 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, HNW clients are available to inherit, helping you hit the ground running and quickly settle into the team.
The business requires the successful applicant to have in-depth knowledge of Financial Planning and client advice, as well as complex and higher risk advice areas (e.g., EIS/VCT/Business Relief/IHT/Trusts).
The business supports and encourages the team to continuously introduce new clients via various means, meaning the new addition needs to be a proactive character and demonstrate a proven ability to build and maintain relationships with professional introducers and/or attend various networking events.
The office has a collaborative approach, working closely with an established Investment Management team. Additionally, you will receive full paraplanning and administrative support.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Other
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