Financial Planner

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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.

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Leeds

Yorkshire-based clients to inherit

£70,000 - £80,000 basic salary + annual discretionary bonus

A national Wealth Management business is looking to hire a Financial Planner to join their existing, long-standing team based in modern Leeds city centre offices.

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 strong knowledge of Financial Planning and client advice & in-depth knowledge of complex and higher risk advice areas (EIS/VCT/Business Relief/IHT/Trusts).

The business supports and encourages the team to continuously look to introduce new clients via a variety of means, meaning the new addition needs to be a pro‑active character and demonstrate a proven ability to build and maintain relationships with professional introducers and/or attending various network events.

The office has a collaborative approach, working closely with an established Investment Management team. Additionally you will receive full paraplanning and administrative support.

• Mid‑Senior level

• Full‑time

• Other

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