Financial Planner

IDEX Consulting; Birmingham; Hybrid; GBP 60,000 - 100,000; Full time

Job summary

A forward-thinking wealth management firm in Birmingham is seeking an experienced Financial Planner. This role provides a unique opportunity to work with a dynamic team and an established client base, delivering high-quality financial planning advice. The successful candidate will be responsible for building and maintaining long-term client relationships, ensuring compliance with industry standards, and contributing to business development through networking and referrals. If you're passionate about helping clients achieve their financial goals, this is the perfect opportunity for you.

Benefits

Performance-related incentives

Hybrid working environment

Ongoing CPD

Career progression pathways

Professional development support

Qualifications

• Diploma qualified in financial planning with a strong focus on client service.
• Experience delivering financial advice on a fee-based model.

Responsibilities

• Build long-term relationships with clients and deliver personalized financial advice.
• Maintain and grow client relationships through regular reviews and ongoing service.

Skills

Financial Planning

Client Relationship Management

Investment Knowledge

Pension Planning

Tax Planning

Compliance Knowledge

Organizational Skills

Education

Diploma in Financial Planning (DipPFS)

Chartered Status (preferred)

Job description

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 £100,000, 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.

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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.