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For Companies At a Glance
- Tasks: Empower clients with expert financial planning and build lasting relationships.
- Company: Join a leading UK wealth management firm that prioritises people and purpose.
- Benefits: Enjoy competitive salary, private medical insurance, and generous holiday options.
- Why this job: Make a real impact on clients' lives while advancing your career in a supportive environment.
- Qualifications: Proven experience in financial planning and strong communication skills required.
- Other info: Flexible working arrangements and ongoing professional development opportunities await you.
The predicted salary is between 36000 - 60000 £ per year.
Are you passionate about empowering clients to make confident financial decisions? Do you want to join a trusted, forward-thinking wealth management business where people and purpose come first? Our client, a leading UK firm in wealth management and financial planning, is seeking a talented Financial Planner to join their established team in Leeds. This is a fantastic opportunity for an ambitious, relationship-driven professional who\’s ready to make a real impact in clients\’ lives while developing their own career in a supportive and high-performing environment.
The Opportunity
As a Financial Planner, you\’ll play a key role in helping clients achieve their financial goals. You\’ll build long-term, trusted relationships and deliver bespoke financial planning advice tailored to each individual\’s needs. Working closely with experienced investment and professional services colleagues, you\’ll provide truly holistic solutions that make a meaningful difference.
What You\’ll Be Doing
- Providing expert, compliant financial planning and wealth management advice across areas such as retirement, tax efficiency, and inheritance planning
- Building new client relationships while maintaining and growing existing ones through exceptional service and trust
- Conducting regular reviews to ensure advice remains relevant to changing client needs and market conditions
- Collaborating with colleagues across investment and professional services to deliver integrated, high-quality solutions
- Maintaining accurate records and managing a robust new business pipeline
- Staying up to date with market developments and continuously developing your technical expertise
About You
You\’ll be a confident communicator and natural relationship builder with a passion for delivering great client outcomes. You\’ll combine strong technical knowledge with genuine care for your clients\’ well-being and success.
You’ll Bring
- Proven experience providing holistic financial planning advice on a fee basis
- Level 4 Diploma in Regulated Financial Planning (or equivalent) – Level 7 or Chartered status desirable
- An up-to-date Statement of Professional Standing (SPS)
- A proactive, ethical, and client-centric mindset
- Excellent communication skills and commercial awareness
What’s on Offer
- Competitive salary and performance bonus
- Private medical insurance and life assurance
- Excellent pension contribution
- Generous holiday package (with the option to buy more)
- Hybrid and flexible working arrangements
- Ongoing professional development and study support
- Inclusive, supportive culture where your voice is valued
If you’re ready to take your financial planning career to the next level – with the backing of a respected and growing wealth management firm – we’d love to hear from you.
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 Planner, Desk-based employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner, Desk-based
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised.
✨Showcase Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your knowledge in financial planning. Share insights on market trends or recent changes in regulations. This not only shows your expertise but also your passion for the field!
✨Prepare for Interviews
Do your homework before interviews! Research the company’s values and recent achievements. Prepare questions that show you’re genuinely interested in how they empower clients. This will help you stand out as a candidate who aligns with their mission.
✨Apply Through Our Website
Don’t forget to check out our website for job openings! Applying directly through us not only streamlines the process but also gives you a better chance of being noticed. We’re here to help you land that dream role in financial planning!
We think you need these skills to ace Financial Planner, Desk-based
Some tips for your application 🫡
Show Your Passion: Let your enthusiasm for empowering clients shine through in your application. We want to see how you can make a real impact in their financial lives, so share specific examples of how you've done this before!
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in holistic financial planning. We love seeing how your skills align with our values and the role, so don’t hold back!
Be Clear and Concise: When writing your application, keep it straightforward and to the point. We appreciate clarity, so avoid jargon and focus on what makes you the perfect fit for the Financial Planner position.
Apply Through Our Website: We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you’re considered for this fantastic opportunity!
How to prepare for a job interview at IDEX Consulting
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around retirement, tax efficiency, and inheritance planning. Being able to discuss these topics confidently will show that you're not just a candidate, but a potential expert who can add real value.
✨Build Rapport
Since this role is all about building long-term relationships, practice your communication skills. Think of ways to connect with the interviewer on a personal level, perhaps by sharing relevant experiences or insights that demonstrate your relationship-building abilities.
✨Show Your Client-Centric Mindset
Prepare examples that highlight your proactive and ethical approach to client care. Discuss how you've previously tailored advice to meet individual client needs, as this will resonate well with the company's focus on delivering bespoke financial solutions.
✨Stay Current
Keep yourself updated on market developments and trends in wealth management. Mentioning recent changes or news during your interview can showcase your commitment to continuous learning and your ability to provide relevant advice to clients.
