IDEX Consulting Ltd
Financial Planner
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Financial Planner
Financial Planner
Location: London Salary: Up to £85,000 plus bonus and benefits
About the Role
An incredible opportunity for an experienced Financial Planner in London awaits.
This ultra-modern, bespoke, technology-led Financial Planning company is seeking top-tier Financial Planners to work with its mass affluent/high-net worth client base—offering cutting-edge, tech-driven, fully digitalised advice.
The company embodies next-generation financial planning, leveraging behavioural finance research and lifestyle modelling software to deliver next-level client service.
Balancing the stability of a large corporate with the energy of a smaller team, the business is privately owned and operator-focused, prioritising both client and employee success.
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Why Join This Company?
- Tech era advantage: Market-leading, 21st-century digitalised and intuitive financial solutions
- Hybrid & flexible work: Agile policies for adaptable lifestyles
- Fresh & exciting: A role that’s anything but conventional—innovative, empowering, and groundbreaking
Benefits
Boost your career in an environment that champions your ideas and impact:
- A fantastic company culture: Collaborative, fun, and energetic
- Unlimited potential: Unmatched career progression and development
- Tech efficiency: Digitally delivered, simple client advice—optimising your client-focused time
- Competitive remuneration:
- Salary up to £85,000
- Performance bonus
- Full corporate package
- High-quality leads: Around 15–20 leads provided per month
- Perks: Full admin and paraplanning support
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Take on a role that offers real impact, allows you to shape conversations, and connect with a business pioneering change—Can you redesign financial planning for the modern world with them?
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