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- Tasks: Join a dynamic team as a Financial Planner, managing high net-worth clients and delivering top-notch financial advice.
- Company: Work with a leading wealth management firm in London, known for its growth and client-focused approach.
- Benefits: Enjoy 30 days annual leave, flexible working, private medical insurance, and study support for your career growth.
- Why this job: Be part of a culture that values diversity and inclusion while making a real impact on clients' financial futures.
- Qualifications: Minimum Diploma-qualified; experience in regulated advice and strong client service skills are essential.
- Other info: This is a newly created role, perfect for those looking to grow in a thriving environment.
The predicted salary is between 43200 - 72000 £ 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 RoleDue to an upcoming retirement and after a 6 month handover period, the business has a sizeable client book to inherit.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 Advisor employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events, webinars, or local meetups to connect with potential colleagues and clients. Building relationships can often lead to job opportunities that aren't advertised.
✨Tip Number 2
Showcase your expertise in managing high net-worth clients by sharing relevant case studies or success stories during interviews. This demonstrates your ability to provide high-quality service and holistic financial advice.
✨Tip Number 3
Stay updated on the latest trends and regulations in the financial advisory space. Being knowledgeable about current market conditions and compliance requirements will help you stand out as a proactive candidate.
✨Tip Number 4
Prepare thoughtful questions about the company's growth strategy and client service philosophy. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with high net-worth clients and your ability to deliver holistic financial advice. Use specific examples that demonstrate your client service skills and any relevant qualifications.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the wealth management industry. Mention your proactive approach and self-motivation, and explain how these traits will benefit the firm.
Highlight Relevant Qualifications: Clearly state your qualifications, such as your Diploma or Chartered status, and any experience giving regulated advice. This is crucial for demonstrating your suitability for the role.
Showcase Your Client Management Experience: In your application, provide details about your previous roles managing high net-worth clients. Include metrics or achievements that illustrate your success in delivering high-quality service.
How to prepare for a job interview at IDEX Consulting
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services relevant to high net-worth clients. Be prepared to discuss how these can be tailored to meet individual client needs during the interview.
✨Demonstrate Client-Centric Approach
Showcase your experience in providing exceptional client service. Prepare examples of how you've successfully managed client relationships and delivered holistic financial advice that has positively impacted their financial well-being.
✨Highlight Your Qualifications
Since the role requires at least a Diploma qualification, ensure you highlight your credentials clearly. If you have any additional certifications or qualifications, such as being Chartered, make sure to mention them as they can set you apart from other candidates.
✨Exude Passion and Proactivity
During the interview, convey your passion for financial planning and your proactive approach to client management. Share instances where you took the initiative to enhance client experiences or improve service delivery.
