Financial Planner

IDEX Consulting Ltd; Guiseley; On-site; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Hybrid working

OTE potential

Inherit client bank

Job summary

IDEX Consulting Ltd. is seeking an experienced Financial Adviser to join a growing, independent wealth management business in Leeds. You will inherit a client bank of approximately £20m FUM from day one and provide holistic financial planning to high-net-worth clients.

The role offers a clear path to grow your own client base, with strong support from paraplanning and client services teams, and a hybrid working pattern (Leeds office plus remote days).

Qualifications

• Established Financial Adviser/Planner with holistic financial planning experience.
• Experience managing high-net-worth client relationships.
• Ability to develop long-term client relationships and network for growth.

Responsibilities

• Manage and develop a portfolio of existing high net worth clients.
• Provide holistic, independent financial planning and investment advice.
• Conduct regular client reviews and adjust financial plans as needed.
• Grow client base through referrals, networking and new business opportunities.

Skills

Client relationships

Holistic advice

Portfolio management

Financial planning

Communication

Education

Level 4 Diploma in Regulated Financial Planning

Job description

An exceptional opportunity for an experienced Financial Adviser to join a growing, independent wealth management business and inherit a client bank of c.£20m FUM from day one.A highly regarded, independent wealth management business is looking to appoint a Financial Planner to complement its growing team in Leeds (LS8). This is an excellent opportunity for an adviser who wants to develop their career within a growing business, whilst benefiting from an established client base and significant assets under management to work with immediately.The opportunity

• The successful candidate will inherit responsibility for c.£20m of existing client assets, providing an excellent platform from which to establish themselves within the business.
• The client bank consists predominantly of high-quality private clients, with an average client relationship of approximately £300k FUM.
• You will take responsibility for developing and maintaining these long-term relationships, whilst also having the opportunity to grow your own client bank through referrals, networking and new business opportunities generated by the wider business.
• This is therefore not a cold-start proposition. You will have a substantial portfolio of clients to work with from the outset, allowing you to focus on delivering high-quality financial planning and building long-term relationships.

Key responsibilities

• Manage and develop a portfolio of existing highly affluent and HNW private clients.
• Provide holistic, independent financial planning and investment advice.
• Conduct regular client reviews and identify changing financial needs.
• Advise across areas including investments, pensions, retirement planning and tax-efficient strategies.
• Build trusted, long-term relationships with clients and their families.
• Identify opportunities to deepen existing client relationships and generate additional assets.
• Develop new client relationships through referrals, networking and business-generated enquiries.
• Work closely with the wider paraplanning and support team to deliver a first-class client experience.
• Keep up to date with regulatory, technical and market developments.
• Contribute to the continued growth and development of the wider business.

About you

We are looking for an established Financial Adviser / Financial Planner who is comfortable managing client relationships and delivering holistic advice. You will ideally have:

• Level 4 Diploma in Regulated Financial Planning as a minimum.
• Experience providing holistic financial planning and investment advice.
• A strong track record of building and maintaining long-term client relationships.
• Excellent communication and interpersonal skills.
• A commercially minded approach, with an appetite to develop existing and new client relationships.
• The confidence to deal with HNW clients and complex financial planning requirements.
• A genuine desire to build a long-term career within an independent wealth management environment.

Chartered status or a desire to work towards Chartered status would be advantageous, but is not essential.

What is on offer?

• £60,000-£90,000 basic salary, depending on experience and qualifications.
• Uncapped OTE of c.£70,000-£110,000+
• c.£20m FUM inherited from day one.
• Average client relationship of c.£300k FUM.
• Established client bank with significant opportunity for further growth.
• Genuine opportunity to develop your own client relationships and increase earnings.
• Hybrid working - typically 4 days in the Leeds office / 1 day remotely.
• Excellent support from an established paraplanning and client services team.
• Opportunity to join a growing, independent business with a strong client proposition.

If you are an experienced Financial Adviser or Financial Planner looking for a move where you can inherit a substantial client bank rather than starting from scratch, this could be an excellent opportunity to explore.

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.