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IDEX Consulting are proud to be working with a reputable and growing firm, who are looking for a Financial Planner to join them in their established Leeds base.
With offices in Manchester, Liverpool and London, the firm are already very well respected brand and are continuing to grown FUM, particularly through their Accountancy division.
The Leeds office is now a priority focus for the business and are looking for a Financial Planner to join to be the face of the advisory arm in Yorkshire. With a 40-strong office in the city center (predominantly of Accountants) this is a dynamic and modern business. You will benefit from receiving all leads and referrals by building strong internal relationships, whilst looking to continuously gain new business via your own external network.
The business is ideally looking for an individual who is Chartered qualified, or looking to work towards, who can also provide evidence of working with and developing external relationships to grow new business.
Excellent benefits are on offer including;
- Uncapped discretionary, performance-based bonus
- 34 days holiday (inc. bank holidays)
- 2 days paid leave for charity work
- Flexible working
- An in-house designed well-being program
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
