https://jobs.co.uk/job/financial-planner-idex-consulting-ltd--94077229-4bf2-43b8-a5c7-12d50c9a8733 RSS feed for Financial Planner at IDEX Consulting Ltd. en-gb Sun, 16 Aug 2026 06:52:33 GMT https://jobs.co.uk/job/financial-planner-idex-consulting-ltd--94077229-4bf2-43b8-a5c7-12d50c9a8733 https://jobs.co.uk/job/financial-planner-idex-consulting-ltd--94077229-4bf2-43b8-a5c7-12d50c9a8733 Fri, 14 Aug 2026 11:52:12 GMT Location: Leeds | Salary: 60000.00-60000.00 Annual | Type: Permanent | An exceptional opportunity for an experienced Financial Adviser to join a growing, independent wealth management business and inherit a client bank of c.£20m FUM from day one.A highly regarded, independent wealth management business is looking to appoint a Financial Planner to complement its growing team in Leeds (LS8). This is an excellent opportunity for an adviser who wants to develop their career within a growing business, whilst benefiting from an established client base and significant assets under management to work with immediately.The opportunityThe successful candidate will inherit responsibility for c.£20m of existing client assets, providing an excellent platform from which to establish themselves within the business.The client bank consists predominantly of high-quality private clients, with an average client relationship of approximately £300k FUM.You will take responsibility for developing and maintaining these long-term relationships, whilst also having the opportunity to grow your own client bank through referrals, networking and new business opportunities generated by the wider business.This is therefore not a cold-start proposition. You will have a substantial po... Permanent