Chartered Financial Planner

Idex Consulting; Greater London; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A top tier Wealth Planning firm in Greater London is seeking an entrepreneurial Planner to join their team. The successful candidate will focus on relationship management and client acquisition, with the support of a dedicated team and structure designed for growth. Initial client bank provided, but new business opportunities must be pursued. The role includes mentoring existing Planners and working closely with the Head of Financial Planning, all within a flexible and inclusive work environment.

Benefits

Agile and flexible working policies

Professional introduction agreements

Supportive team structure

Qualifications

• Experience in financial planning and advisory roles.
• Ability to seek out new business opportunities.
• Skilled in mentoring and developing team members.

Responsibilities

• Work closely with the Head of Financial Planning.
• Mentor and develop the existing Planner team.
• Build and maintain relationships with clients.

Skills

Relationship management

Client acquisition

Entrepreneurial mindset

Job description

We are working with a top tier Wealth Planning business, who provide an ultra-modern workplace to support virtual and face-to-face communications and offer agile and flexible working policies to allow our advisers and employees to find their own work life balance. They offer full Paraplanners, PA and administrators support, who all work together to deliver an outstanding service to one another and clients.

They offer a great home for advisers who feel held back by a staid work environment, static proposition, inflexible charging structure, lack of infrastructure or limited collaboration.

They are keen for a quality adviser who shares the company's values to join our team, and believe advisers should focus on relationship management and new Client acquisition. The support ecosystem is designed to support this outcome.

The business is looking for an entrepreneurial Planner who can bring both revenue and ideas for growth to the business. The successful candidate will be offered a small client bank initially but will be expected to seek new business opportunities. They also have professional introducer agreements in place and will always offer central support with the creation of new relationships.

The role will work closely with the Head of Financial Planning and will involve some mentoring and developing of the existing Planner team.

For more information, please apply for the role.

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.