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Financial Planner

Job description

I have an unique opportunity for a high-calibre, experienced Financial Planner to join this boutique, modern financial planning practice.

This holistic, fully independent financial planning company truly encapsulates a real team ethos; working to three key pillars focusing on:

  • Collaborative working to get positive results.
  • Giving back - providing ongoing support to the communities they operate in.
  • Fun - an enjoyable, fun working environment and a culture to be proud of.

With a huge amount of expertise and the right amount of continuous support and training, advisers here truly are able to create their own bespoke financial planning - 'lifetime planning'.

Core values built around:

Being personable, having integrity, holistic, innovation and delivering beyond expectation.


  • Bespoke salary plus full corp benefits package + pre-fueled travel card.
  • Flexible/hybrid working and incredibly beautiful, modern offices for when needed.
  • Quality, well-established client bank and lead pool.
  • Full admin and paraplanning support.
  • No micromanagement.

Would you be interested in being a part of this fabulous, small, boutique, top-tier financial planning firm, run by financial advisers. Making a positive change within the communities we work in.

Please contact me in the first instance for further information.

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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.