Financial Planner

IDEX Consulting; Birmingham; On-site; GBP 40,000 - 60,000; Full time

Job summary

A well-established wealth management business in Birmingham is seeking an experienced Financial Planner. The role involves delivering holistic financial planning advice and building lasting relationships with clients. Offering a competitive salary, hybrid working, and ongoing career development, this opportunity is ideal for highly motivated professionals looking to enhance their expertise.

Benefits

Performance-related incentives

Access to modern Birmingham offices

Ongoing CPD and professional development

Access to an established client base

Qualifications

• Experience in delivering financial planning advice on a fee-based model.
• Strong technical knowledge across investments, pensions, tax planning, and protection.
• Ability to engage with high-net-worth individuals.

Responsibilities

• Develop and execute a personal business plan in line with performance targets.
• Provide tailored, goals-based financial planning advice.
• Build and manage a pipeline of prospective clients.

Skills

Financial Planning

Client Relationship Management

Compliance

Organizational Skills

Education

Diploma qualified (DipPFS or equivalent)

Chartered status preferred or working towards

Job description

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Flexible working | Career progression | Strong client base
We are seeking an experienced and client-focused Financial Planner to join a well-established and forward-thinking wealth management business in Birmingham. This role offers a rare opportunity to build on an existing book of clients, work with a dynamic team, and deliver high-quality, holistic financial planning advice.

Role Purpose

The Financial Planner will be responsible for building long-term relationships with new and existing clients, delivering personalised and compliant financial advice, and helping clients achieve their financial goals. The role is central to the firm's commitment to maintaining high standards of client service and professional excellence.

Key Responsibilities

• Develop and execute a personal business plan in line with agreed performance targets.
• Provide tailored, goals-based financial planning advice to new and existing clients.
• Maintain and grow client relationships through regular reviews and ongoing service.
• Build and manage a pipeline of prospective clients and referrals through professional relationships and networking.
• Collaborate effectively with internal stakeholders including Paraplanners and investment managers.
• Conduct regular portfolio reviews to ensure continued suitability of advice and investment strategy.
• Actively contribute to business development through networking, referrals, and events.
• Maintain up-to-date knowledge of regulatory requirements, market trends, and financial products.
• Uphold the firm's standards and values in all client and professional interactions.

Skills and Experience Required

• Diploma qualified (DipPFS or equivalent) - Chartered status preferred or working towards.
• Demonstrated experience in delivering financial planning advice on a fee-based model.
• Strong technical knowledge across investments, pensions, tax planning, and protection.
• Proven ability to build rapport and retain long-term client relationships.
• Comfortable engaging with high-net-worth individuals and professional connections.
• Excellent organisational skills and the ability to manage multiple client needs simultaneously.
• Strong commitment to compliance and professional development.

What's on Offer

• Basic salary of up to £,, plus performance-related incentives.
• Hybrid working environment with access to modern Birmingham offices.
• A well-supported proposition including paraplanning, administration, and marketing.
• Access to an established client base and high-quality leads.
• Ongoing CPD, career progression pathways, and professional development support.

If you're a Financial Planner looking for your next move with a respected and growing firm, we'd love to hear from you.