IDEX Consulting are partnering with a prestigious national wealth management firm who are seeking a Financial Planner to join their growing team to inherit an established client book - predominantly based across South Yorkshire and Lincolnshire. This firm is renowned for its exceptional reputation and premium service, specialising in highly affluent and HNW clients with a strong focus on long-term relationships. Having experienced impressive growth over the past year, they have ambitious plans for continued expansion in the coming months.This is a rare opportunity where you will be taking over an existing client book of c.100 clients. They are looking for a driven individual with experience of managing and advising clients, handling complex financial cases as well as having a record of new business generation. Key Requirements: Level 4 qualified, Chartered preferred Proven experience in delivering regulated financial advice Confident in managing HNW clients and navigating...