Associate Director Financial Planning

IDEX Consulting Ltd.; Bracknell; Hybrid; GBP 60,000 - 85,000; Full time

Benefits offered by this job

Private medical insurance

Life assurance

Employer pension contributions

Generous annual leave (buy extra)

Hybrid working

Professional development

Job summary

IDEX Consulting Ltd. is seeking an experienced Financial Planner/Associate Director to manage and develop an established client portfolio within a holistic wealth management framework.

You will work alongside Investment Managers and specialists to deliver joined-up advice across retirement, investments, IHT and estate planning, with flexible hybrid working across the Home Counties.

Qualifications

• Minimum Level 4 Diploma in Financial Planning with current SoPS.
• Proven holistic financial planning experience for private clients.
• Strong knowledge across pensions, investments, retirement and estate planning.
• Track record of building and maintaining client relationships.
• Ability to identify new business opportunities and work with introducers.
• Excellent interpersonal skills and commitment to client outcomes.
• Chartered status or willingness to work toward it welcomed.

Responsibilities

• Manage and develop long-term relationships with an established client portfolio.
• Provide holistic advice across retirement planning, investments, IHT, estate planning.
• Identify opportunities to grow existing relationships and generate referrals.
• Conduct regular client reviews to keep plans aligned with changing goals.
• Collaborate with Investment Managers to deliver comprehensive solutions.
• Build relationships with professional introducers (Accountants/Solicitors).
• Maintain high standards of service and regulatory compliance.

Skills

Holistic planning

Client relationships

Pensions and investments

Estate planning

New business development

Regulatory compliance

Education

Diploma in Financial Planning

SoPS

Job description

An excellent opportunity has arisen for an experienced Financial Planner to join a highly regarded, established wealth management business with a strong presence across the UK.

Our client is a leading provider of financial planning and investment management services, offering tailored advice to individuals, families and business owners.
With an excellent reputation, an established client base and access to a broad range of specialist expertise, this is an attractive opportunity for an ambitious Financial Planner looking to further develop their career within a successful and well-resourced organisation.

The Opportunity

Working as an Associate Director within the financial planning team, you will be responsible for managing and developing relationships with existing and new clients, providing comprehensive, holistic financial planning advice.
You will benefit from working alongside experienced Investment Managers and other specialist professionals, enabling you to deliver a truly joined-up wealth management service.
The role offers considerable flexibility, with occasional attendance at the Bracknell office and client meetings across the Home Counties. Candidates based in Reading, Bracknell or along the M4 corridor would be particularly well positioned.

Key Responsibilities

• Manage and develop long-term relationships with an established portfolio of clients, delivering high-quality, personalised financial planning advice
• Provide holistic advice covering retirement planning, investments, inheritance tax, estate planning and wider wealth management requirements
• Identify opportunities to develop existing client relationships and generate new business through referrals and professional connections
• Conduct regular client reviews, ensuring financial plans remain aligned with clients' changing circumstances and objectives
• Work collaboratively with Investment Managers and other specialist colleagues to deliver comprehensive client solutions
• Build and maintain relationships with professional introducers, including Accountants and Solicitors
• Maintain the highest standards of client service, regulatory compliance and professional conduct

About You

We are keen to speak with experienced Financial Planners who can demonstrate:

• A minimum level 4 Diploma in Financial Planning, with a current Statement of Professional Standing
• Proven experience delivering holistic financial planning advice to private clients
• Strong technical knowledge across pensions, investments, retirement and estate planning
• A track record of building and maintaining successful client relationships
• The ability to identify new business opportunities and develop relationships with professional introducers
• Excellent interpersonal skills and a genuine commitment to delivering outstanding client outcomes
• A proactive, professional approach and the ambition to develop within an established wealth management business

Chartered status, or a desire to work towards it, would be welcomed.

What’s on Offer?

• Competitive salary and comprehensive benefits package
• An established wealth management business with an excellent reputation
• Access to experienced Investment Managers and specialist financial planning expertise
• Opportunity to develop and grow a high-quality client portfolio
• Flexible hybrid working arrangements
• Private medical insurance and life assurance
• Employer pension contributions
• Generous annual leave with the option to purchase additional holidays
• Ongoing professional development and career progression opportunities

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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