Financial Planner

IDEX Consulting Ltd; York and North Yorkshire; On-site; GBP 50,000 - 70,000; Full time

Benefits offered by this job

High-quality client bank

Strong operational and paraplanning support

Clear growth trajectory

Job summary

IDEX Consulting Ltd is seeking an experienced Financial Planner to manage a portfolio of affluent clients in York and North Yorkshire. This role offers immediate access to a high-quality client bank, strong operational and paraplanning support, and a clear growth trajectory. The ideal candidate will have strong interpersonal skills, a client-centric approach, and a passion for delivering high-quality financial advice. Be part of a collaborative culture focused on long-term client relationships.

Qualifications

• Chartered status or working towards is desirable.
• Strong interpersonal skills with a client-centric approach.
• Collaborative mindset and ability to work effectively within a team.
• Passionate about delivering high-quality, personalised advice.

Responsibilities

• Managing and developing an existing portfolio of clients.
• Delivering holistic financial planning advice tailored to individual needs.
• Building long-term, trusted client relationships.
• Collaborating closely with paraplanners and support staff.

Skills

Interpersonal skills

Client-centric approach

Team collaboration

Education

Chartered status or working towards

Job description

IDEX Consulting is proud to be partnering with a highly respected and growing financial planning firm to recruit an experienced Financial Planner.

This is an excellent opportunity to join a business that prioritises personalised, advice-led relationships over off-the-shelf solutions. The firm has built a strong reputation through delivering a genuinely client-first service, resulting in consistent organic growth and a loyal, high-value client base.

The Opportunity

Due to continued expansion and upcoming acquisitions, the business is seeking a Financial Planner to take on an established portfolio of affluent and HNW clients, providing immediate income stability and long-term growth potential.

You’ll be supported by a dedicated and experienced paraplanning and administration team, allowing you to focus on delivering high-quality advice and developing client relationships.

What You’ll Be Doing

• Managing and developing an existing portfolio of clients
• Delivering holistic financial planning advice tailored to individual needs
• Building long-term, trusted client relationships
• Collaborating closely with paraplanners and support staff to deliver an exceptional client experience

About You

• Chartered status (or working towards) is desirable
• Strong interpersonal skills with a client-centric approach
• A collaborative mindset and the ability to work effectively within a team
• Passionate about delivering high-quality, personalised advice

Why Apply?

• Immediate access to a high-quality client bank
• Strong operational and paraplanning support
• Clear growth trajectory within a progressive firm
• A culture built on collaboration, integrity, and long-term client relationships