Job description
A growing, well-established financial planning firm is seeking an experienced Financial Planner to join the team, taking ownership of an existing client bank. This is a fantastic opportunity to provide high-quality, comprehensive advice to individuals, families, and businesses, while building strong, enduring client relationships and contributing to the growth of the business. Paraplanning and administrative support are provided, allowing you to focus on delivering exceptional client outcomes.
Role and Responsibilities
- Provide regulated financial advice across investments, pensions, protection, and intergenerational/tax planning.
- Conduct thorough reviews of clients' financial circumstances, needs, and objectives, using tools such as cashflow modelling to illustrate plans.
- Research and recommend suitable solutions from the firm's centralised investment proposition.
- Prepare and present clear, personalised financial plans and suitability reports.
- Support business growth by identifying new opportunities and developing existing client relationships.
- Work closely with Paraplanning and admin support to ensure efficient, compliant service.
Working Style
- Flexible hybrid working policy: split your time between home, office, and client visits.
The Individual
- Diploma-qualified (Level 4 or above) with strong technical knowledge across all aspects of financial planning.
- Ability to work autonomously and manage your own diary effectively.
- Excellent relationship-building and communication skills.
- Proactive and motivated to deliver the highest standards of service to clients.
- Experienced in managing and growing an existing client bank.
The Package
- £60,000-£80,000 basic salary (dependent on experience) + bonus
- OTE: £100,000+
- Car allowance
- Comprehensive company benefits
- Existing Client Bank
Contact
Ellie Sedgwick, IDEX Consulting
07441 341 817
ellie.sedgwick@idexconsulting.com
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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.
