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Financial Planner

Job description

A national leader in private client advice, is seeking an experienced, or level 4 Trainee, Financial Planner to join their dynamic and forward-thinking team in Carlisle. This role comes with a small book of clients to get the successful candidate up and running.

Due to expansion, they're searching for a client-facing Adviser to work collaboratively with the Investment Management and Marketing teams; with the aim of providing a bespoke and holistic financial planning service to new and existing clients across the business. Attending events, being active in local communities and pitching the wealth proposition to net new clients and within professional connections will also form part of the role.

This is an exceptional opportunity to join a stable and well-invested practice, with lasting heritage and a fantastic, highly innovative, tech-driven proposition.

The role would appeal to an individual seeking to join a highly supportive, collaborative and client-first leader, with the ability to leverage excellent HNW/UHNW relationships internally.

The business offer a fantastic total reward package, including a competitive base salary, incentive scheme, Pension, PMI and uncapped earning potential.

For more information please contact Graeme Hyland on 07896 933622 or email

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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.