Independent Financial Advisor

IDEX Consulting Ltd; Leicester; Hybrid; GBP 68,000 - 83,000; Full time

Benefits offered by this job

Hybrid & flexible working

Professional development

Paraplanning support

Job summary

IDEX Consulting Ltd. is recruiting a Financial Planner to join its Leicester team. You will deliver holistic financial planning across pensions, investments and retirement planning, while building your own client portfolio with support from paraplanning and compliance teams.

The role offers hybrid working, ongoing professional development and clear opportunities for career progression within a reputable financial planning firm.

Qualifications

• Experience as an Independent Financial Adviser or Financial Planner.
• Level 4 Diploma in Financial Planning required.
• Strong technical knowledge across pensions, investments and holistic financial planning.
• Proactive approach to business development and relationship management.
• Excellent communication and interpersonal skills.

Responsibilities

• Deliver holistic financial planning advice across pensions, investments, protection and retirement planning.
• Build and develop your own portfolio of clients through networking, professional connections and business development.
• Create and maintain long-term client relationships built on trust and exceptional service.
• Work closely with an experienced paraplanning and client support team, allowing you to focus on advising clients.
• Ensure all advice is delivered in line with FCA regulations and internal compliance standards.
• Contribute to the continued growth and success of the business.

Skills

Client relationship management

Business development

Communication skills

Regulatory compliance

Education

Level 4 Diploma in Financial Planning

Job description

Salary: Up to £75,000 + Bonus + Benefits

An established and highly regarded independent financial planning firm is looking to appoint an ambitious Financial Planner to join its growing team in Leicester.

This is an excellent opportunity for an adviser who enjoys developing new client relationships and wants to be part of a business with a strong reputation, excellent market presence and a collaborative culture. You'll have the freedom to build your own client base while being supported by an experienced paraplanning, administration and compliance team.

The firm prides itself on delivering high-quality, holistic financial planning and is committed to providing clients with tailored, long-term advice.

The Role

As a Financial Planner, you will:

• Deliver holistic financial planning advice across pensions, investments, protection and retirement planning.
• Build and develop your own portfolio of clients through networking, professional connections and business development.
• Create and maintain long-term client relationships built on trust and exceptional service.
• Work closely with an experienced paraplanning and client support team, allowing you to focus on advising clients.
• Ensure all advice is delivered in line with FCA regulations and internal compliance standards.
• Contribute to the continued growth and success of the business.

About You

To be successful in this role, you will have:

• Experience as an Independent Financial Adviser or Financial Planner.
• A minimum of Level 4 Diploma in Financial Planning.
• Strong technical knowledge across pensions, investments and holistic financial planning.
• A proactive approach to business development and relationship management.
• Excellent communication and interpersonal skills.

What's on Offer

• Basic salary up to £75,000
• Full paraplanning and administrative support
• Hybrid and flexible working
• Ongoing professional development and career progression
• A collaborative, supportive and client-focused culture

This is an excellent opportunity to join a respected financial planning firm where you'll have the autonomy to grow your own client portfolio while being backed by an established business with an excellent reputation in the market.