Back to jobs

Financial Planning Director

Job description

I have an exceptional opportunity for a high calibre senior Financial Planner/ Adviser at one of the UK's award-winning, leading integrated Wealth Management Groups.

As one of the largest UK Wealth Manager, and the one of the largest professional services firms they have the depth, breadth and financial resource to develop a market leading client proposition whilst having sufficient financial resource to support financial adviser development and high performance.

Whilst the market is presenting several opportunities at the moment, this one does merit serious consideration due to the potential of fantastic career development opportunities within a company whose group central mission is to support individuals and businesses to achieve their goals.

Would this be of any interest to you?
Being treated as an individual within a company who strives to deliver a friendly, inclusive and personal service to all of their clients, large and small.
Being part of a company that has the expertise to create value for their clients, the company and society at large.
An industry leading, forward-thinking and innovative business.

Significant base salary + full corporate package/ benefits / bonuses and shares initiatives.
Fully holistic.
Client book on offer with and access to a huge lead pool/ professional networks.
Fantastic career at or with progression towards Director/ Partner level.
Hybrid role - Working as part of a small team - offering you full autonomy and flexibility over your diary.
Full back office and paraplanning support.

Key Responsibilities:

  • To build new client relationships and maintain and develop existing client relationships through effective ongoing service to help minimise attrition, and to deliver new client instructions and client referrals as a result of satisfied clients
  • To achieve and maintain professional competence as defined within the Company 's Professional Standards Framework
  • To achieve the requisite level of qualifications and maintain knowledge through Continuous Professional Development (CPD)
  • To strive for no complaints and where they are received ensure they are brought to a satisfactory resolution in a timely fashion
  • To manage existing client base and prospect resource on an ongoing basis
  • To ensure clients have the right asset allocation to achieve their financial objectives with the minimum level of risk
  • To ensure all client portfolios are reviewed at least annually in line with clients ' changing risk attitudes and strategic requirements
  • To work in partnership with Investment Management colleagues to develop client relationships
  • Act in all times in line with the company's values


  • Diploma (Dip PFS) or equivalent, ideally Chartered status
  • Proven ability to deal with new and existing clients on a fee basis
  • Ability to work under pressure and to meet deadlines · Ability to understanding and communicate advice practices and processes clearly and effectively
  • Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions

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.