More jobs:
Chartered Financial Planner HNW Clients
Job in
Leeds, West Yorkshire, ME17, England, UK
Listed on 2026-01-10
Listing for:
IDEX Consulting Ltd
Full Time
position Listed on 2026-01-10
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A premier Investment Bank based in Leeds is seeking a skilled Chartered Financial Planner to join their team. The role involves collaborating with Wealth Management to serve high-net-worth clients, providing year-round guidance and communication of complex financial concepts. Ideal candidates will hold the Chartered Financial Planner designation and possess strong technical abilities along with excellent communication skills. This position emphasizes a valuable client-focused approach without new business targets, within a supportive environment.
#J-18808-Ljbffr
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×