IDEX are working with a National Wealth Management firm who have demonstrated strong headcount and AUM growth in recent years who require a Chartered Financial Planner to join their team.

With offices in North Yorkshire, the ideal candidate will be local to the region and be well placed to uplift their existing book and then benefit from a strong brand, strong proposition along with excellent paraplanning and administrative support.

The business has a strong ethos for team fit and working collaboratively, so it's not just about numbers. The existing team demonstrates longevity and are part of a long-term journey.

If you are an experienced Financial Planner and feel the future with your current employer looks uncertain or you are not convinced by the direction of travel, it may be worth learning more about why this opportunity gives autonomy, freedom and potential for above market earnings.

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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.