Senior Financial Planner: Inherit £20M FUM, Hybrid (Leeds)

IDEX Consulting Ltd in Leeds is recruiting an experienced Financial Adviser to join a growing, independent wealth management business. You will inherit a client bank and provide holistic, independent financial planning and investment advice to high-net-worth clients.

You will manage a portfolio with an average FUM of around £300k per client, build long-term relationships, and grow your own book through referrals and new business. Hybrid working is offered with a Leeds base.

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