Financial Planner

IDEX Consulting; England; On-site; GBP 100,000 - 115,000; Full time

Job summary

A leading integrated Wealth Manager in Berkshire is seeking an experienced financial planner. This role emphasizes new business development and networking, offering a clear pathway to Partner level with strong earning potential. Mentorship and full support provided.

Benefits

Full back-office support

Paraplanning support

Qualifications

• Experience as a financial planner.
• Close to achieving Chartered status.

Responsibilities

• Focus on new business development.
• Cultivate professional connections.

Skills

Networking

Education

Chartered Financial Planner

Job description

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

They are looking for candidates who are Chartered (or very close to achieving this). This role primarily focuses on new business development and cultivating professional connections. You must embrace networking (both internally and externally) to foster long-term, trusting relationships, ultimately ensuring your clients receive the best professional services and support.

This role offers a clear career pathway to Partner level, which can lead to exceptionally strong earning potential. The starting salary is up to approximately £100,000 basic, and you will work with highly experienced and successful peers who will mentor you and help develop your career to your desired level.

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

If you wish to work for one of the top financial planning practices in the UK and start a career journey that could transform your professional life, please apply or contact me for a confidential conversation.

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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 recognize that diverse representation at every level requires continuous and measurable effort. We are committed to fostering conscious inclusion and creating equitable pathways across our business.