Financial Planner

IDEX Consulting Ltd; Leeds; On-site; GBP 45,000 - 65,000; Full time

Job summary

IDEX Consulting Ltd in Leeds is seeking an experienced Financial Planner to join its established Financial Planning team. You will work closely with the Head of Financial Planning and Investment Managers to deliver high-quality, tailored advice to private clients.

The role focuses on retirement planning, tax, estate planning, and investment structuring, with a commitment to regulatory standards including Consumer Duty. You should have Level 4 Diploma and strong technical and communication skills.

Qualifications

• Level 4 Diploma in Regulated Financial Planning (or equivalent).
• Good knowledge of FCA requirements and a broad range of financial products and services.
• Experience working in a Financial Planning or Wealth Management environment.
• Strong technical and analytical skills, with the ability to assess complex financial information and develop appropriate recommendations.
• Excellent attention to detail and a high level of accuracy.
• Strong communication and relationship management skills, with the ability to build credibility and trust with clients and professional contacts.
• Good working knowledge of Microsoft Office.
• The ability to manage workload effectively, work independently and use initiative.
• A genuine commitment to delivering excellent client service and maintaining high professional standards.

Responsibilities

• Provide comprehensive financial planning advice to clients.
• Advise on retirement planning, tax and investment structuring, Inheritance Tax and estate planning.
• Develop a detailed understanding of each client's financial circumstances, objectives and wider financial position.
• Construct and deliver tailored financial planning recommendations and advice.
• Build trusted relationships with clients, intermediaries and internal stakeholders.
• Act as a source of technical expertise and supporting the wider business with high-quality financial planning knowledge.
• Work closely with Investment Managers and the wider investment team to deliver a joined-up client proposition.
• Respond to client and technical queries by telephone, email, correspondence and face-to-face meetings.
• Support ad-hoc client requirements and wider team activity as required.
• Contribute to a positive team environment, sharing knowledge and supporting the ongoing development of colleagues.
• Identify and escalate any risks that could impact clients or the firm's reputation.
• Ensure all advice and activity is delivered with integrity and in line with regulatory requirements, including Consumer Duty.

Skills

Technical skills

Communication skills

Relationship management

Attention to detail

Independence

Education

Level 4 Diploma in Regulated Financial Planning

Tools

Microsoft Office

Job description

A well-established investment and wealth management business is looking to appoint an experienced Financial Planner to join its Leeds-based Financial Planning team.

Working closely with the Head of Financial Planning and alongside experienced Investment Managers, you will play a key role in delivering high-quality, tailored financial advice to private clients.

This is an excellent opportunity for a technically strong Financial Planner who enjoys working closely with clients and investment professionals, while continuing to develop their knowledge and expertise within an established and growing business.

The Role

You will provide comprehensive financial planning advice, helping clients understand and achieve their longer-term financial objectives.

Your responsibilities will include:

• Providing advice across areas including retirement planning, tax and investment structuring, Inheritance Tax and estate planning.
• Developing a detailed understanding of each client's financial circumstances, objectives and wider financial position.
• Constructing and delivering tailored financial planning recommendations and advice.
• Building trusted relationships with clients, intermediaries and internal stakeholders.
• Acting as a source of technical expertise and supporting the wider business with high-quality financial planning knowledge.
• Working closely with Investment Managers and the wider investment team to deliver a joined-up client proposition.
• Responding to client and technical queries by telephone, email, correspondence and face-to-face meetings.
• Supporting ad-hoc client requirements and wider team activity as required.
• Contributing to a positive team environment, sharing knowledge and supporting the ongoing development of colleagues.
• Identifying and escalating any risks that could impact clients or the firm's reputation.
• Ensuring all advice and activity is delivered with integrity and in line with regulatory requirements, including Consumer Duty.

About You

The successful candidate is likely to have:

• Level 4 Diploma in Regulated Financial Planning (or equivalent).
• Good knowledge of financial services, FCA requirements and a broad range of financial products and services.
• Experience working in a Financial Planning or Wealth Management environment.
• Strong technical and analytical skills, with the ability to assess complex financial information and develop appropriate recommendations.
• Excellent attention to detail and a high level of accuracy.
• Strong communication and relationship management skills, with the ability to build credibility and trust with clients and professional contacts.
• Good working knowledge of Microsoft Office.
• The ability to manage workload effectively, work independently and use initiative.
• A genuine commitment to delivering excellent client service and maintaining high professional standards.

The Opportunity

This role would suit a Level 4-qualified Financial Planner looking to join an established wealth management environment where financial planning is an important part of the overall client proposition.

You will have the opportunity to work alongside experienced investment professionals, develop your technical expertise and build strong, long-term client relationships within a collaborative Leeds-based team.

To find out more about the role, please get in touch for a confidential discussion.