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For Companies At a Glance
- Tasks: Help clients achieve financial goals while building your own network.
- Company: Forward-thinking firm with a strong presence in the Midlands.
- Benefits: Competitive salary, bonuses, hybrid working, and full support.
- Why this job: Join a supportive team and make a real difference for clients.
- Qualifications: Experienced Financial Adviser with a focus on client relationships.
- Other info: Great career progression opportunities in a dynamic environment.
The predicted salary is between 60000 - 75000 £ per year.
Are you an ambitious Financial Adviser ready for your next challenge? This is a fantastic opportunity to join a forward-thinking firm with a strong Midlands presence and inherit clients while building your own network. With full back-office support, high earning potential, and flexible working arrangements, you\’ll have everything you need to succeed.
Why this role?
- Competitive salary of £60,000 – £75,000 plus bonus
- Hybrid / remote working to suit your lifestyle
- Clients to inherit with strong long-term relationships
- Full paraplanning, admin and compliance support so you can focus on advice
- Opportunity to work with a high-net-worth client portfolio
- Ambitious growth plans creating real career progression opportunities
What we\’re looking for
- An experienced Financial Adviser, ideally working towards Chartered status
- Proven track record in business development and client relationship management
- Ability to generate referrals and build professional introducer networks (accountants, solicitors, brokers etc.)
- Ethical, consultative, and driven to deliver excellent client outcomes
- Looking for a long-term career opportunity where you can grow with the business
Why join?
This isn\’t just another IFA role, it\’s a chance to become part of a supportive, forward-looking team where your expertise is valued, your earning potential is unlimited, and your career path is in your hands.
If you\’re ready to take the next step and make a real difference to clients across Leicester and the Midlands, we\’d love to hear from you.
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 Planner employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Network Like a Pro
Get out there and start building connections! Attend industry events, join local finance groups, and don’t be shy about reaching out to potential clients or introducers. Remember, it’s all about who you know and how you can help them.
✨Show Off Your Expertise
When you meet people, make sure to showcase your knowledge and experience. Share insights on financial planning trends or case studies that highlight your success. This will not only build trust but also position you as a go-to expert in the field.
✨Leverage Social Media
Use platforms like LinkedIn to connect with other professionals and share valuable content. Post articles or tips related to financial planning to engage your audience and attract potential clients. It’s a great way to get noticed!
✨Apply Through Our Website
Don’t forget to apply through our website for the best chance at landing that dream job! We’re always on the lookout for passionate Financial Advisers ready to make a difference, so let’s get your application in and start this journey together.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Financial Planner role. Highlight your achievements in business development and client relationship management to show us you’re the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial advising and how your values align with our mission. Don’t forget to mention your ambition for growth and how you can contribute to our team.
Showcase Your Network: Since building professional networks is key, share examples of how you've generated referrals or collaborated with other professionals like accountants or solicitors. This will help us see your potential in growing our client base.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at IDEX Consulting
✨Know Your Numbers
As a Financial Planner, it's crucial to be well-versed in financial metrics and market trends. Brush up on key statistics related to the firm’s client base and the financial landscape in the Midlands. This will not only show your expertise but also your genuine interest in the role.
✨Showcase Your Network
Since building professional introducer networks is vital, come prepared with examples of how you've successfully generated referrals in the past. Discuss your connections with accountants, solicitors, and brokers, and how these relationships have benefited your previous clients.
✨Demonstrate Ethical Practice
This role emphasises ethical and consultative approaches. Be ready to share scenarios where you prioritised client outcomes over sales. Highlight your commitment to ethical practices in financial advising, as this aligns with the firm's values.
✨Ask Insightful Questions
Prepare thoughtful questions that reflect your understanding of the firm’s growth plans and how you can contribute. Inquire about their approach to client relationship management and how they support advisers in achieving their career goals. This shows you're serious about your long-term fit with the company.
