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Financial Advisor Financial Consultant

Chartered Financial Planner – HNW Wealth & Client Guidance

Job in Leeds, West Yorkshire, ME17, England, UK
Listing for: IDEX Consulting Ltd
Full Time position
Listed on 2026-01-16
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A premier Investment Bank in Leeds is seeking a skilled Chartered Financial Planner to collaborate with Wealth Management and provide guidance to high-net-worth clients. The ideal candidate will hold the Chartered Financial Planner designation and possess strong technical abilities along with excellent communication skills. This role emphasizes a client-focused approach within a supportive environment, without new business targets.
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