At a Glance
- Tasks: Help clients with personalised financial advice and build long-term relationships.
- Company: Join a leading independent financial planning and investment management group focused on quality advice.
- Benefits: Enjoy 25 days holiday, private medical insurance, income protection, and flexible working options.
- Why this job: Be part of a supportive culture that prioritises ethics and client outcomes while growing your career.
- Qualifications: Must have Level 4 qualification and experience in investment and pension advice.
- Other info: Opportunity for career progression and autonomy in managing your client base.
The predicted salary is between 36000 - 60000 £ per year.
Overview
An opportunity has arisen for an experienced Financial Planner to join a well-established, independent financial planning and investment management group. With a focus on quality advice and client outcomes, the role is ideal for a professional who values long-term relationship building, high standards of service, and ethical financial advice.
You\’ll be supported by a collaborative, client-focused culture, and equipped with the tools, infrastructure, and team to help you grow professionally while delivering tailored financial solutions.
Benefits
- 25 days holiday (plus 1 day per year of service, up to 30) + Bank Holidays
- Private Medical Insurance (single cover; extendable at own cost)
- Income Protection (75% of salary after 3 months)
- Death in Service (4x salary)
- 4% matched pension contribution
- Career progression and flexible working options
The Role
This is a client-facing position suited for a qualified Financial Planner who is confident in providing personalised advice across pensions, investments, and trust planning. You will manage client relationships with professionalism and care, while also helping to identify new business opportunities, especially through professional introducers such as accountants and solicitors.
You will be expected to maintain high standards of conduct, integrity, and compliance, contributing to a culture that prioritises ethics, client outcomes, and professionalism.
Key Responsibilities
- Meet clients to understand their financial needs and develop long-term, trusted relationships
- Collaborate with Paraplanners, support staff, and management to deliver quality advice
- Deliver financial planning services in line with FCA rules and compliance standards
- Research financial products and present clear, compliant recommendations
- Maintain accurate, up-to-date records using systems such as Intelliflo Office (IO)
- Keep clients informed about their investments and financial plans
- Develop new business through referrals and professional networks
- Maintain appropriate levels of Continuing Professional Development (CPD)
Requirements
- Level 4 qualification (DipPFS, DipFA, or CISI Level 4) – essential
- Chartered status (or working towards) preferred
- Experience delivering investment and pension advice
- Experience with Intelligent Office (IO) is an advantage
- Highly organised, IT literate, and capable of managing workload independently
- Strong communication skills and business development capabilities
- Self-driven with an entrepreneurial mindset
This is an excellent opportunity for a financial planner seeking a flexible working environment, rewarding career path, and the autonomy to grow your client base while receiving ongoing support and development.
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.
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Financial Adviser employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Network with professionals in the financial sector, especially accountants and solicitors, as they can be valuable sources of referrals. Attend industry events or join relevant online forums to build relationships that could lead to new business opportunities.
✨Tip Number 2
Familiarise yourself with Intelligent Office (IO) and other financial planning tools mentioned in the job description. Being proficient in these systems will not only enhance your efficiency but also demonstrate your commitment to staying updated with industry standards.
✨Tip Number 3
Showcase your communication skills by engaging in discussions about financial topics on social media platforms or professional networks like LinkedIn. This will help you establish your expertise and attract potential clients or employers.
✨Tip Number 4
Stay informed about the latest trends and regulations in financial planning and investment management. This knowledge will not only aid in your professional development but also position you as a knowledgeable candidate who prioritises compliance and ethical advice.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications, particularly your Level 4 qualification and any relevant experience in delivering investment and pension advice. Use specific examples that demonstrate your ability to build long-term client relationships.
Craft a Compelling Cover Letter: Write a cover letter that reflects your understanding of the company's values, such as ethical financial advice and client outcomes. Mention how your skills align with their requirements and express your enthusiasm for the role.
Showcase Your Communication Skills: In your application, emphasise your strong communication skills. Provide examples of how you've successfully managed client relationships and collaborated with teams to deliver quality advice.
Highlight Professional Development: Mention any Continuing Professional Development (CPD) activities you have undertaken. This shows your commitment to maintaining high standards and staying updated with industry regulations and best practices.
How to prepare for a job interview at IDEX Consulting
✨Understand the Company Culture
Before your interview, take some time to research the company's values and culture. Since this role emphasises ethical financial advice and long-term relationship building, be prepared to discuss how your personal values align with theirs.
✨Showcase Your Qualifications
Make sure to highlight your Level 4 qualification and any relevant experience you have in delivering investment and pension advice. If you're working towards Chartered status, mention that too, as it shows your commitment to professional development.
✨Prepare for Client Scenarios
Be ready to discuss specific client scenarios where you've successfully managed relationships or provided tailored financial solutions. This will demonstrate your ability to understand client needs and deliver quality advice.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's approach to client relationships and their expectations for the role. This not only shows your interest but also helps you gauge if the company is the right fit for you.