Job description
IDEX Consulting are working in partnership with a leading Accountancy & Advisory practice who require a Financial Planner to join their Leeds office. The wealth management team is a directly authorised, Independent Financial Adviser offering financial planning services to individuals, business owners, celebrities and sports professionals
This is an exciting opportunity as you will be the lead Financial Planner for the region, giving autonomy to sculpt the role and processes to ensure best efficiency's and productivity, along with enjoying full paraplanning and administrative support.
You will benefit from regular internal lead flow, whilst being targeted on building and utilising your external network to generate new clients.
Ideally you will be studying towards or have achieved your Level 6 Chartered qualifications.