IFA

Warrington Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Engage with clients to deliver tailored financial planning and drive new business.
  • Company: Join a dynamic firm focused on inclusive culture and professional growth.
  • Benefits: Enjoy competitive salary, generous bonuses, 25 days holiday, and health perks.
  • Why this job: Be part of a supportive team that values your development and offers impactful work.
  • Qualifications: A passion for finance; willingness to achieve chartered status is essential.
  • Other info: Diversity and inclusion are at the heart of our company culture.

The predicted salary is between 36000 - 60000 £ per year.

Job Description

My client is based just South of Warrington. They are currently looking for an independent Financial Planner, who will have a focus on driving new business through professional connections.The role

  • Deliver the company's service proposition through regular client meetings covering all areas of financial planning
  • Where required, assist other Financial Planners with the ongoing service of the existing client book
  • Work alongside existing Financial Planners and Head of Paraplanning to develop the proposition
  • Attend the company's Investment Committee
  • Work alongside the corporate team to identify and convert suitable members to wealth management
  • Develop the company's existing professional network and build new networks and relationships with a view to obtaining regular, high-quality client referrals
  • Maintain sufficient and appropriate CPD
  • If not already attained, a willingness to progress and achieve chartered status

Whats on offer:

  • A competitive basic salary
  • A generous bonus scheme linked to OTE/income generated
  • 25 days holiday, including bank holidays and an additional day for your birthday
  • Group personal pension provision through salary sacrifice with employer contributions matched up to 5% and ER NI savings passed on
  • Death in service benefits (4x basic salary)
  • Healthcare/cashback scheme
  • Full relevant examination support (including study leave)
  • Christmas period shutdown

For more information please contact Graeme Hyland on or email

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.

IFA employer: IDEX Consulting Ltd

Located just south of Warrington, our company offers an exceptional work environment for Independent Financial Planners, emphasising professional growth and a collaborative culture. With a competitive salary, generous bonus scheme, and comprehensive benefits including healthcare and pension contributions, we prioritise employee well-being and development. Join us to build meaningful relationships within a supportive team that values diversity and inclusion, while driving your career forward in financial planning.
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Contact Detail:

IDEX Consulting Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land IFA

✨Tip Number 1

Network actively within the financial services community. Attend local events, seminars, and workshops to meet potential clients and other professionals who can refer business to you. Building these connections is crucial for driving new business.

✨Tip Number 2

Stay updated on industry trends and regulations. This knowledge will not only enhance your credibility but also help you engage in meaningful conversations with clients and colleagues, showcasing your expertise in financial planning.

✨Tip Number 3

Consider joining professional organisations or groups related to financial planning. These platforms often provide resources, networking opportunities, and can help you connect with like-minded professionals who may lead to referrals.

✨Tip Number 4

Demonstrate your commitment to professional development by pursuing chartered status if you haven't already. This not only enhances your qualifications but also signals to potential clients that you are dedicated to providing high-quality financial advice.

We think you need these skills to ace IFA

Financial Planning Expertise
Client Relationship Management
Business Development Skills
Networking Abilities
Investment Knowledge
Regulatory Compliance Awareness
Communication Skills
Analytical Skills
Problem-Solving Skills
Chartered Status Progression
Continuous Professional Development (CPD)
Team Collaboration
Presentation Skills
Time Management

Some tips for your application 🫡

Understand the Role: Read the job description carefully to understand the key responsibilities and requirements for the Independent Financial Planner position. Tailor your application to highlight how your skills and experiences align with these expectations.

Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience in financial planning, client relationship management, and business development. Use specific examples to demonstrate your success in driving new business through professional connections.

Show Commitment to Professional Development: Mention your willingness to achieve chartered status if you haven't already. This shows your commitment to continuous learning and professional growth, which is important for this role.

Personalise Your Application: Address your application to the hiring manager if possible, and include a brief introduction about why you are interested in working with this company specifically. This personal touch can make your application stand out.

How to prepare for a job interview at IDEX Consulting Ltd

✨Know Your Financial Planning Fundamentals

Brush up on your knowledge of financial planning principles and practices. Be prepared to discuss how you would deliver the company's service proposition and handle client meetings effectively.

✨Network Like a Pro

Since the role focuses on driving new business through professional connections, think about your existing network. Prepare examples of how you've successfully built relationships in the past and how you plan to expand the company's professional network.

✨Show Your Commitment to CPD

Demonstrate your commitment to continuous professional development (CPD). If you haven't yet achieved chartered status, be ready to discuss your plans for obtaining it and how it aligns with your career goals.

✨Engage with the Investment Committee

Familiarise yourself with the company's investment strategies and be prepared to discuss how you would contribute to the Investment Committee. Showing an understanding of investment principles will highlight your suitability for the role.

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