Chartered Financial Planner

IDEX Consulting; Leeds; On-site; GBP 60,000 - 80,000

Job description

IDEX Consulting are working in partnership with an established Accountancy & Financial Advisory brand, with offices across the UK.

Currently, they require a Chartered Financial Planner to spearhead their presence in Leeds and utilise the relationships with internal and external stakeholders.

For somebody who is looking for that next level of responsibility and ownership within their role, this is a fantastic opportunity to be part of a modern brand that demonstrates a strong referral channel to help you build your client base.

Internal relationships with the Tax and Accounting team are crucial, whilst you must also demonstrate your ability to network and grow your external, professional relationships.

The offices are in the heart of Leeds, which have been refurbished to a trendy, modern standard. Your professional development will be supported by a strong social element to the team who enjoy forging relationships across the business.

Whilst the opportunity will require somebody who enjoys their own decision making and autonomy, you will continuously receive support from the leadership team who have overseen growth of the various offices with excellent successes.

The successful applicant will have achieved their Chartered status.