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Chartered Financial Planner

Job description

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

As one of the largest UK's largest Financial Planning and Professional Services firms, my client offers an industry leading proposition and framework.
With a proven track record in supporting financial planners with career growth they offer one of the most progressive salary and rewards structures in the industry.

Responsibilities of role:
Deliver client-centric financial planning
Develop relationships with clients and introducer partners
Work in partnership with investment management and business advisory teams driving cross-divisional commercial success
Full local PA, admin support and paraplanning (non-pooled)

Qualifications and skills required:
Diploma Level 4 or equivalent essential, Chartered Level 6 preferred.
Excellent client relationship skills
Ability to work collaboratively with internal and 3rd party partnerships.
Maintain technical and industry knowledge and an understanding of holistic financial planning strategies & solutions

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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.