Financial Planner – Private Client Wealth

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

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.