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Associate Financial Planner

Job description

A forward-thinking Financial Planning practice has a career opportunity for a self-motivated and client focused Associate Planner with a can-do attitude who is looking to build a successful career within Financial Planning.

This is an excellent progressive career opportunity to join a tech-savvy next-gen lifestyle focused financial planning firm with an office in central Birmingham.

The opportunity

Working closely with a nationally acclaimed Times Top 100 Financial Planner the Associate Planner will support client introductions identifying and addressing client financial needs acting in the client's best interest at all times.
Working with new and existing clients, providing financial advice to review and meet their lifetime financial goals.
As you gain experience in the role you will have the opportunity to learn new skills building on your existing knowledge enabling progression to Chartered Financial Planner.

Applicant requirements

CII Level 4 Diploma or equivalent.
Experience in financial services.
Good understanding of financial & wealth planning.
Evidence of providing a high standard of service to clients.
Excellent interpersonal skills and the ability to build long-standing relationships is key.


Competitive salary.
Bonus plan.
Flexible working.

Your contact for this opportunity is Keith Enright at Idex Consulting.

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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.