Financial Planner – Private Client Wealth

IDEX Consulting Ltd in Leeds is seeking an experienced Financial Planner to join its established Financial Planning team. You will work closely with the Head of Financial Planning and Investment Managers to deliver high-quality, tailored advice to private clients.

The role focuses on retirement planning, tax, estate planning, and investment structuring, with a commitment to regulatory standards including Consumer Duty. You should have Level 4 Diploma and strong technical and communication skills.

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