Assistant Financial Planner

IDEX Consulting; Birmingham; Hybrid; GBP 45,000 - 60,000; Full time

Job description

Are you a driven and ambitious financial planning professional looking to take the next step towards becoming a fully-fledged Financial Planner? We have an exciting opportunity for an Associate Financial Planner to join a dynamic and growing firm in Birmingham.

This role is perfect for a Level 4 Diploma-qualified individual with at least one year of experience in a financial planning role. You will work closely with senior Financial Planners, receiving hands-on mentorship, access to an existing client base, and a structured career development path to help you progress into full advisory status.

What You'll Be Doing:

• Working alongside experienced Financial Planners, supporting client relationships and developing your own portfolio.
• Engaging with clients to gather information, understand their needs, and provide proactive support.
• Keeping up to date with industry trends, regulations, and market insights to enhance your advisory skills.
• Working collaboratively with Paraplanners and Administrators to ensure seamless client service.

What We're Looking For:

• Level 4 Diploma in Financial Planning (DipPFS) or equivalent - Essential.
• Experience in a financial planning role.
• Strong technical knowledge of investments, pensions, tax planning, and protection.
• Excellent communication skills with a client-first approach.
• A proactive and ambitious individual eager to progress to full Financial Planner status.
• Experience using financial planning software and CRM systems.

What's in It for You?

• Salary up to £60,000 (depending on experience) plus performance-based bonus.
• Structured career path with a clear route to becoming a fully qualified Financial Planner.
• Hybrid working options to support a great work-life balance.
• Generous holiday allowance, plus the option to buy or sell additional days.
• Pension contributions, life assurance, and private medical benefits.
• Ongoing training, development, and mentorship to help you reach your full potential.

This is an excellent opportunity for a talented financial planning professional to take a step closer to full advisory status in a supportive and forward-thinking environment.
Apply today to find out more!