Financial Advisor

IDEX Consulting; Leeds; On-site; GBP 50,000 - 80,000; Full time

Job summary

A leading financial wellbeing provider in the UK seeks a Strategic Planner for its Private Wealth services. In this role, you'll deliver tailored financial advice to an established client bank, focusing on high-net-worth individuals and pension schemes, while supported by dedicated paraplanning staff. This is a unique opportunity in a progressive, client-focused organization that prioritizes professional development and inclusive practices.

Benefits

Dedicated paraplanning and administrative support

Established client bank – minimal cold prospecting

Access to innovative financial education tools

Qualifications

• Experience working with high-net-worth individuals.
• Expertise in personal taxation and pension income options.
• Ability to deliver advice via virtual platforms and in-person meetings.

Responsibilities

• Providing ongoing financial advice to existing clients.
• Conducting risk assessments and fact-finding to understand client objectives.
• Advising on pension arrangements and investment strategies.

Skills

Client-first attitude

Interpersonal skills

Proficiency in MS Teams

Proficiency in Word and Excel

Education

Competent Adviser Status (CAS)

Level 4+ financial planning qualifications (AF3, AF7, JO5, or G60)

Job description

Are you an experienced Financial Planner looking to focus on delivering expert advice to engaged, existing clients within a supportive, forward-thinking organisation?

Our client, a leading financial wellbeing and retirement planning provider, is seeking a Strategic Planner - Private Wealth (Existing Clients) to join their expanding team. This is a rare opportunity to work with a highly motivated client base comprising professionals and senior executives from some of the UK's most recognised employers and pension schemes.

The Role

As a Strategic Planner, you'll focus on delivering tailored, regulated financial advice to an established client bank, with occasional involvement in new client engagement. You'll provide comprehensive financial planning that incorporates tax-efficient strategies, pension income options, and discretionary investment solutions, aligned with the firm's house view.

Key responsibilities include:

• Providing holistic, ongoing financial advice to existing clients.
• Conducting in-depth fact-finding and risk assessments to understand each client's objectives.
• Advising on complex pension arrangements, investment strategies, and company share schemes.
• Working with a team of paraplanners and administrators to ensure high-quality, timely advice delivery.
• Delivering advice virtually or face-to-face, based on client preference.
• Building long-term client relationships with a focus on retention, trust, and value.

About You

You're a confident, technically proficient Financial Planner who enjoys delivering high-quality advice and can demonstrate:

• Competent Adviser Status (CAS) and FCA Registration (CF30)
• Level 4+ financial planning qualifications (AF3, AF7, JO5, or G60 desirable)
• Proven experience working with high-net-worth individuals or workplace scheme members
• Expertise in personal taxation, pension income options, and discretionary investments
• A client-first, results-driven attitude with excellent interpersonal skills
• Ability to deliver advice via both virtual platforms and in-person meetings
• Strong IT skills, including proficiency in MS Teams, Word, and Excel

Why Join This Firm?

• Established client bank - minimal cold prospecting
• Dedicated paraplanning, administrative, and appointment-setting support
• Strong brand reputation with longstanding relationships across public and private sectors
• Access to innovative financial education and engagement tools
• Progressive, growing organisation with excellent infrastructure and support
• People-focused culture committed to professionalism and client impact
• Accredited Investors in People employer

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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.