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Financial Services Financial Advisor Wealth Management Financial Consultant

Strategic Private Wealth Planner – Existing Clients

Job in Leeds, West Yorkshire, ME17, England, UK
Listing for: IDEX Consulting
Full Time position
Listed on 2026-02-18
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor, Wealth Management, Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 GBP Yearly GBP 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial wellbeing provider in the UK seeks a Strategic Planner for its Private Wealth services. In this role, you'll deliver tailored financial advice to an established client bank, focusing on high-net-worth individuals and pension schemes, while supported by dedicated paraplanning staff. This is a unique opportunity in a progressive, client-focused organization that prioritizes professional development and inclusive practices.
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