Financial Planner: Inherit HNW Book with Paraplanning

Company: IDEX Consulting Ltd
Apply for the Financial Planner: Inherit HNW Book with Paraplanning
Location: Leeds
Job Description:

IDEX Consulting Ltd is partnering with a highly regarded financial advisory business to appoint a Financial Planner to join their busy team in Leeds. You will inherit a sizeable client book of affluent/HNW clients, with ongoing business growth and a focus on tailored advice.

The role offers £55k-£70k basic salary (DOE) plus bonuses. You will benefit from a Paraplanning and admin team and a supportive, collaborative environment.

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Posted: September 24th, 2026