Wealth Planner: Ready-Made Client Bank & Tech Support in Essex

Overview of Our Client

Our client is a premier UK wealth management group with over £3.5bn in assets under management and a reputation for being an innovator in the financial services sector. Known for their "technology-first" approach and internal investment in digital applications, they provide a seamless, modern experience for over 15,000 clients nationwide. This specific vacancy arises from a strategic acquisition of a highly respected, long‑standing financial planning practice based in Essex. This local firm has served individuals and families across mid‑Essex for over 25 years and is celebrated for its deep‑rooted client relationships and professional integrity. The acquisition has created a unique opportunity for an Adviser to join a firm that combines the personal touch of a local boutique with the robust back‑office, technology and compliance support of a major national group.

The Role

The successful candidate will be instrumental in the transition and ongoing management of an established client bank. You will work alongside the existing Directors of the acquired firm to ensure continuity of service while introducing clients to the group's modern wealth management propositions.

Key Responsibilities

• Relationship management: act as the primary point of contact for an existing book of approximately 500 active clients
• Holistic advice: provide high‑quality advice covering pensions, investments, IHT planning and tax‑efficient structures
• Business growth: identify opportunities within the existing client base for additional services and generate new referrals through professional connections
• Compliance: maintain the highest standards of regulatory compliance and "best‑in‑class" client outcomes in line with group policy

Candidate Requirements

We are looking for individuals at various stages of their career. Whether you are a seasoned Adviser looking for a secure client bank or a newly qualified professional seeking a structured path to success, we want to hear from you.

For Experienced Advisers

• Level 4 diploma (DipPFS or equivalent) is essential; level 6/Chartered status is highly desirable
• Proven track record in a client‑facing advisory role
• Strong technical knowledge across holistic financial planning

For Junior/Trainee Advisers

• Must be level 4 diploma qualified, you do not need to have CAS yet!
• Demonstrable experience in a support role (paraplanning or technical admin) with a desire to move into advice
• Exceptional communication skills and the "EQ" required to manage long‑term client relationships
• A "hungry" attitude toward professional development and a commitment to achieving CAS (Competent Adviser Status) quickly

Why Join This Firm?

• Ready‑made client bank: no need to bring your own "transferable" book; you will be handed a portfolio of loyal clients from day one
• Succession planning: you will benefit from a structured handover from Directors with 40+ years of experience
• Tech‑driven efficiency: benefit from an in‑house technology department that designs bespoke tools to reduce your administrative burden
• Career pathway: access to a dedicated training and competence framework and mentorship from Senior Adviser Managers
• Stability: backed by private equity investment, the group is on a clear, well‑funded growth trajectory

Application Process

If you are a motivated financial professional looking to build a career in a supportive, modern and growing environment within East Anglia, please submit your CV for consideration. Please apply to this advert, or reach out to Tom Roberts for more information.

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.