Financial Planner

IDEX Consulting; Brighton; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading integrated Wealth Manager in Brighton is seeking an experienced financial planner to join their team. This role offers a clear pathway to Partner level, providing significant earning potential and the chance to work alongside successful peers. With full back-office and paraplanning support, you can focus on your core strengths while cultivating long-term relationships with clients. If you're ready to embark on a transformative career journey in one of the UK's top financial planning practices, this opportunity is for you.

Qualifications

• Experience in financial planning with a focus on business development.
• Chartered or nearing chartered status is essential.

Responsibilities

• Develop and maintain professional connections for business growth.
• Provide clients with top-notch financial services and support.

Skills

Financial Planning

Business Development

Networking

Education

Chartered Financial Planner

Job description

A leading integrated Wealth Manager organisation is looking to add an experienced financial planner to their team in Brighton.

They seek candidates who are Chartered (or very close to achieving this) and who excel in new business development and cultivating professional connections. Embracing networking—both internally and externally—is essential to foster long-term, trusting relationships that enable clients to receive the best professional services and support.

This role offers a clear career pathway to Partner level, which can lead to significant earning potential. The position offers a starting salary of up to approximately £100,000 basic, along with the opportunity to work with experienced and successful peers who will mentor and support your career development.

You will also benefit from full back-office and paraplanning support, allowing you to focus on your core strengths.

If you aspire to work for one of the top financial planning practices in the UK and want to embark on a career-transforming journey, please apply or contact me for a confidential discussion.

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Our Diversity, Equity and Inclusion Mission

At IDEX, we are committed to fostering an inclusion-first culture where everyone is treated fairly and can bring their authentic selves to work. We recognize that achieving diverse representation at all levels requires ongoing, measurable efforts. We are dedicated to promoting conscious inclusion and creating equitable pathways within our organization.