HNW Wealth Planner | Client‑First, Leeds (Free Parking)

IDEX Consulting Ltd, in partnership with a respected financial advisory business, seeks a Financial Planner to join their busy team on the outskirts of Leeds with free parking.

The role involves inheriting a sizeable client book of affluent/HNW clients, delivering tailored advice, and working with a paraplanning and admin team. Level 4 Diploma completed; Chartered status advantageous but not essential, with emphasis on empathy and collaboration.

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