IDEX Consulting Ltd
Financial Planner
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Financial Planner
Chartered Financial Planner
Location
London
Salary & Benefits
- £80,000 - £100,000 basic
- Generous bonus
- Superb company benefits
I’m working with an Award Winning, growing, modern financial planning firm looking to appoint an experienced Chartered Financial Planner to join its London-based team.
This is an opportunity to join a progressive business with a strong reputation for client service, a collaborative culture, and ambitious growth plans. The role would suit an adviser who enjoys:
- Building long-term client relationships
- Delivering holistic financial planning
- Contributing to the continued growth of the business
The Role
You’ll be responsible for:
- Delivering high-quality financial planning advice to existing private HNW and UHNW clients
- Managing and developing ongoing client relationships to facilitate a steady transition of clients across from existing directors
- Conducting annual reviews and presenting clear, engaging recommendations
- Growing your client bank through referrals, networking, and professional connections
- Working collaboratively with paraplanning and client support teams
- Supporting a positive, client-focused culture across the wider business
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About You
- Chartered/Level 6 status (or close to achieving)
- Minimum 4 years’ experience in financial planning/advice
- Strong track record of:
- Client relationship management
- Business development
- Commercially minded, with a proactive and professional approach
- Excellent communication and interpersonal skills
- Comfortable working in a collaborative, technology-enabled environment
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What’s on Offer
- Competitive salary up to circa £100,000
- Bonus structure up to 35% of salary
- Hybrid/flexible working
- Strong support infrastructure
- Career progression opportunities within a growing business, including the opportunity to:
- Manage and mentor existing advisors
- Positive and collaborative working culture
Ideal for an ambitious adviser looking to join a forward-thinking firm with a strong long-term vision.
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