Financial Planner

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

Job summary

A leading integrated Wealth Manager is looking for an experienced financial planner to join their dynamic team in Surrey. This role offers a clear pathway to Partner level, with a starting salary of up to £100,000 and the opportunity to work alongside seasoned professionals who will mentor you. You will receive comprehensive back-office support, allowing you to concentrate on your strengths and client relationships. If you're ready to elevate your career in one of the UK's top financial planning practices, this is the perfect opportunity for you.

Qualifications

• Chartered or nearing Chartered status in financial planning.
• Strong focus on business development and networking.

Responsibilities

• Develop new business and cultivate professional connections.
• Foster long-term relationships with clients.

Skills

Financial Planning

Business Development

Networking

Client Relationship Management

Education

Chartered Financial Planner

Job description

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

Role Overview

The ideal candidate will be Chartered (or nearing Chartered status) and will focus on 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.

Career Progression and Compensation

This role offers a clear pathway to Partner level, leading to strong earning potential. The starting salary is up to approximately £100,000 basic, complemented by working with experienced peers who will mentor and support your career development.

Support and Environment

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

Application Process

If you wish to work for one of the top financial planning practices in the UK and want to transform your career, please apply or contact me for a confidential discussion.

Additional Information

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Our Diversity, Equity, and Inclusion Mission

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