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Hnw wealth planner — client-first, growth-focused

York (North Yorkshire)
Idex Consulting
Wealth planner
€50,000 a year
Posted: 18 May
Offer description

A financial advisory firm in the UK is seeking a Financial Planner to join their team. This role involves inheriting a sizeable client book of affluent clients, emphasizing tailored advice rather than generic solutions. The successful candidate should possess a Level 4 diploma, and chartered status is a plus. The firm values empathy and collaboration, providing robust support through a dedicated paraplanning and admin team to ensure success.
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