Posted 27 February by IDEX Consulting Ltd

Are you looking for a new role that allows you to progress within wealth management? Where you aren't just a number of a corporate company but have the ability to make changes to processes and be rewarded for the energy and passion you put in to you work?

My client are a highly regarding independent financial advice practice who are based in the heart of Leeds City Centre and are looking to expand their team due to organic growth. The business has grown year and year and are expanding in their offices across the UK. The business hold their culture at heart and the management team have massive input in making this a successful office and great place to work.

The successful individual will be supporting Independent Financial Advisers in researching the whole of market to provide ultra high net worth clients the most prestigious advice. The client are looking for individuals that hold the CII Diploma in Financial Planning who are looking to advance to chartered and fellowship.

The business provide a competitive salary as well as a strong employee benefits package. They also support all CII qualifications with study support and study leave and a strong progression route to either Adviser or Technical Mentor roles.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Required skills

  • paraplanning
  • Para Planner
  • Paraplanner
  • Para-planner
  • para planning

Reference: 34254117

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