Financial Planner

IDEX Consulting; Leicester; Hybrid; GBP 60,000 - 75,000; Full time

Job summary

A leading financial advisory firm in Leicester seeks an experienced Financial Adviser. This role offers a competitive salary of £60,000 - £75,000 plus bonuses, with hybrid working arrangements and opportunities to inherit clients. You'll benefit from full back-office support and a high-net-worth client portfolio, enabling you to focus on delivering excellent client outcomes while growing your professional network.

Benefits

High earning potential

Flexible working arrangements

Full back-office support

Qualifications

• Experienced Financial Adviser, ideally working towards Chartered status.
• Proven track record in business development and client relationship management.
• Ethical and driven to deliver excellent client outcomes.

Responsibilities

• Inherit clients while building your own network.
• Work with high-net-worth client portfolios.
• Receive full paraplanning, admin and compliance support.

Skills

Business development

Client relationship management

Referral generation

Job description

Are you an ambitious Financial Adviser ready for your next challenge? This is a fantastic opportunity to join a forward-thinking firm with a strong Midlands presence and inherit clients while building your own network. With full back-office support, high earning potential, and flexible working arrangements, you'll have everything you need to succeed.

Why this role?

• Competitive salary of £60,000 - £75,000 plus bonus
• Hybrid / remote working to suit your lifestyle
• Clients to inherit with strong long-term relationships
• Full paraplanning, admin and compliance support so you can focus on advice
• Opportunity to work with a high-net-worth client portfolio
• Ambitious growth plans creating real career progression opportunities

What we're looking for

• An experienced Financial Adviser, ideally working towards Chartered status
• Proven track record in business development and client relationship management
• Ability to generate referrals and build professional introducer networks (accountants, solicitors, brokers etc.)
• Ethical, consultative, and driven to deliver excellent client outcomes
• Looking for a long-term career opportunity where you can grow with the business

Why join?

This isn't just another IFA role, it's a chance to become part of a supportive, forward-looking team where your expertise is valued, your earning potential is unlimited, and your career path is in your hands.

If you're ready to take the next step and make a real difference to clients across Leicester and the Midlands, we'd love to hear from you.

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.