IDEX Consulting Ltd is seeking an experienced Financial Planner to manage a portfolio of affluent clients in York and North Yorkshire. This role offers immediate access to a high-quality client bank, strong operational and paraplanning support, and a clear growth trajectory. The ideal candidate will have strong interpersonal skills, a client-centric approach, and a passion for delivering high-quality financial advice. Be part of a collaborative culture focused on long-term client relationships.
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