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 looking for that next level of responsibility and ownership within their role, this is a fantastic opportunity to be part of a modern brand who demonstrate 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 helped 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.

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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.