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Associate Financial Planner

Job description

Take your career to new heights by joining this award-winning top tier integrated Financial Planning and Wealth practice as an Associate Financial Planner.

As one of the largest UK's largest Financial Planning and Professional Services firms, my client offers an industry leading client-centric services and proven development framework.

This is an excellent development opportunity working closely with a successful senior planner director. Benefit from receiving mentoring and guidance, work on interesting cases and gain exposure to working with high quality clients.

Responsibilities of role:
Develop your career as a HNW fee focused Financial Planner
Develop relationships with clients and introducer partners
Full local PA, admin support and paraplanning (non-pooled)

Qualifications and skills required:
Diploma Level 4 or equivalent essential
At or working towards Chartered Level 6 preferred
Desire to work with and gain skills to support higher value clients
Suitable for junior Financial Planners/ Advisers
This role is also open to candidates from a paraplanner or technical background looking to make the transition to become a Financial Planner

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.