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Financial Planner

Job description

This is an exceptional opportunity in London for a high quality, experienced Chartered Financial Planner to work for a chartered independent financial planning practice with offices based in London.

This is a fantastic opportunity to join an award-winning team of Advisers, who's core values are built around building lasting client relations, truly listening and understanding; making a real difference to others for the better by offering fully holistic, intelligent wealth solutions.

Would this be of any interest to you?

  • Whole of market IFA - fully holistic - no restrictions
  • Access to clients with a minimum of £1 million AUM
  • Market leading technology
  • Agile and flexible working policies
  • A company that invests in its employees - in their training and wellbeing
  • Inclusive, collaborative working environment that aims to engage and encourage its employees


  • Highly sought-after financial package, salary plus benefits package
  • Equity offering for any transferable clients
  • Fabulous, quality HNW/UHNW leads provided - 20pcm
  • Full marketing and BD support
  • 1:1 paraplanning and administration support

If you are interested in being a part of a well established, independent financial advisory firm that helps individuals, companies and families enhance and secure their wealth then please apply or 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.