Yorkshire | Hybrid working - reporting into offices in either Leeds or Sheffield


IDEX Consulting are working in partnership with a highly regarded financial advisory business who require a Financial Planner to join their busy team.

With acquisitions in the pipeline and continued growth of FUM via organic growth, an opportunity has arisen to join the business and inherit a sizeable client book of highly affluent/HNW clients that drives consistent revenue.

With clients based across Yorkshire, a strong client service is key and so you will have autonomy and freedom to manage your own diary to suit your clients needs with face to face meetings.

You will benefit from a Paraplanning and admin team that has demonstrated longevity within the business.

The successful applicant will have achieved their Level 4 Diploma. Studying towards or having achieved Chartered status is advantageous but not a necessity.

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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.