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Elite Wealth Planner ‑Net‑Worth Clients

Job in Leeds, West Yorkshire, ME17, England, UK
Listing for: IDEX Consulting
Full Time position
Listed on 2025-12-10
Job specializations:
  • Finance & Banking
    Financial Consultant
Job Description & How to Apply Below
Position: Elite Wealth Planner for High‑Net‑Worth Clients
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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