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Elite Wealth Planner ‑Net‑Worth Clients
Job in
Leeds, West Yorkshire, ME17, England, UK
Listed on 2025-12-10
Listing for:
IDEX Consulting
Full Time
position Listed on 2025-12-10
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A premier investment bank in Leeds is seeking a Chartered Financial Planner to join its team. This role focuses on serving high-net-worth clients without new business targets. The successful candidate will work closely with Wealth Managers, engaging directly with clients and providing exceptional guidance. Strong technical skills and clear communication are essential for ensuring clients understand complex financial concepts. This position offers a collaborative and supportive work environment, emphasizing diversity and inclusion.
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