Chartered Financial Planner

IDEX Consulting Ltd; Greater London; Hybrid; GBP 70,000 - 100,000; Full time

Benefits offered by this job

Hybrid/flexible working

Bonus up to 35% of salary

Career progression opportunities

Job summary

IDEX Consulting Ltd is seeking an experienced Chartered Financial Planner to join its London-based team, delivering holistic financial planning to private HNW/UHNW clients. The role emphasizes building long-term client relationships and contributing to growth within a progressive, award-winning firm.

The position offers hybrid/flexible working, a competitive salary with a bonus up to 35%, and strong support infrastructure.

Qualifications

• Chartered/level 6 status is required.
• Experience in financial planning/advice.
• Strong client relationship management and business development.
• Commercially minded with a proactive and professional approach.
• Excellent communication and interpersonal skills.
• Comfortable working in a collaborative, technology-enabled environment.

Responsibilities

• Deliver high-quality financial planning advice to existing private HNW and UHNW clients.
• Managing and developing ongoing client relationships to facilitate a steady transition of clients across from existing directors.
• Conducting annual reviews and presenting clear, engaging recommendations.
• Growing your client bank through referrals, networking, and professional connections.
• Working collaboratively with paraplanning and client support teams.
• Supporting a positive, client-focused culture across the wider business.

Skills

Client relationships

Business development

Communication skills

Team collaboration

Education

Chartered/Level 6 status

Job description

I'm working with an Award Winning, growing, modern financial planning firm looking to appoint an experienced Chartered Financial Planner to join its London-based team.

This is an opportunity to join a progressive business with a strong reputation for client service, collaborative culture, and ambitious growth plans. The role would suit an adviser who enjoys building long‑term client relationships, delivering holistic financial planning, and contributing to the continued growth of the business.

The Role

You'll be responsible for:

• Delivering high-quality financial planning advice to existing private HNW and UHNW clients
• Managing and developing ongoing client relationships to facilitate a steady transition of clients across from existing directors
• Conducting annual reviews and presenting clear, engaging recommendations
• Growing your client bank through referrals, networking, and professional connections
• Working collaboratively with paraplanning and client support teams
• Supporting a positive, client‑focused culture across the wider business

About You

• Chartered/level 6 status
• Experience in financial planning/advice
• Strong track record of client relationship management and business development
• Commercially minded with a proactive and professional approach
• Excellent communication and interpersonal skills
• Comfortable working in a collaborative, technology‑enabled environment

What's on Offer

• Competitive salary up to circa £100,000 plus bonus structure up to 35% of salary
• Hybrid/flexible working
• Strong support infrastructure
• Career progression opportunities within a growing business including the opportunity to manage/mentor some of the existing advisors.
• Positive and collaborative working culture

Ideal for an ambitious adviser looking to join a forward‑thinking firm with a strong long‑term vision.

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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.