Financial Planner

IDEX Consulting Ltd; Birmingham; On-site; GBP 90,000 - 110,000; Full time

Job summary

IDEX Consulting Ltd partners with a fast-growing wealth management business in the West Midlands to appoint an experienced Financial Planner. You will inherit an established client portfolio from day one and build lasting relationships while expanding the client base through quality introductions.

With dedicated paraplanning and administrative support, you can focus on delivering holistic financial planning and achieving excellent client outcomes.

Qualifications

• Level 4 qualification required; Chartered status highly desirable.
• Experience managing and developing an established client bank.
• Strong background in financial planning or wealth management.
• Excellent relationship management and communication skills.
• Client-first approach to financial planning.
• Commercial awareness and ability to identify opportunities within existing relationships.
• Ambition to contribute to growth of a growing business.

Responsibilities

• Inherit an established client portfolio from day one and build lasting client relationships.
• Grow client base through quality introductions and ongoing service.
• Be supported by paraplanners and administrators to focus on delivering holistic financial planning and high-quality outcomes.

Skills

Client relationships

Financial planning

Business development

Communication skills

Education

Level 4 qualification

Chartered status desirable

Job description

We're partnering with a fast-growing wealth management business that is continuing to build its presence across the West Midlands. As part of its ambitious growth plans, the firm is looking to appoint an experienced Financial Planner who wants to join a business where they can genuinely make an impact.

You'll join a growing, ambitious business with a strong support structure, quality client introductions and an established service proposition. With dedicated paraplanning and administrative support, you'll be able to focus on what matters most -delivering high-quality financial planning and building lasting client relationships.

Why This Opportunity Stands Out

• Salary up to £100,000
• Existing client bank
• High-quality leads and ongoing client introductions
• Full paraplanning and administrative support
• Significant growth plans across the West Midlands
• Opportunity to play a key role in the continued growth of the business

The Role

You'll inherit an established client portfolio from day one, giving you the opportunity to build and develop long-term relationships while continuing to grow your client base through quality introductions.

You'll be supported by an experienced team of paraplanners and administrators, allowing you to spend more time doing what you do best - advising clients, developing relationships and delivering holistic financial planning.

The business has a strong focus on client outcomes, with established processes and systems designed to support advisers in delivering a high-quality service.

Ideally, you'll have:

• Level 4 qualified as a minimum, with Chartered status highly desirable
• Experience managing and developing an established client bank
• A strong background within financial planning or wealth management
• Excellent relationship management and communication skills
• A genuine client-first approach to financial planning
• Commercial awareness and the ability to identify opportunities within existing relationships
• The ambition to contribute to a growing and evolving business

This is an excellent opportunity for a Financial Planner who wants to join a business with ambitious growth plans, an established client proposition and the infrastructure to allow you to focus on delivering great advice.

The business is investing heavily in its people, support structure and future growth, creating a platform where experienced advisers can develop their careers and play a genuine role in shaping the next stage of the business.

For someone looking for an established client bank, strong support, excellent earning potential and the opportunity to participate in the future growth of the business, this is an opportunity worth exploring.