Independent Financial Planner — Hybrid, Autonomy & Growth

IDEX Consulting Ltd; East Midlands; Hybrid; GBP 60,000 - 75,000; Full time

Benefits offered by this job

Hybrid and flexible working

Professional development

Comprehensive benefits package

Paraplanning and admin support

Job summary

IDEX Consulting Ltd is recruiting a Financial Planner for a growing independent firm in Leicester. You will build your own client base with support from paraplanning and compliance teams, delivering holistic planning across pensions, investments and retirement planning.

Ideal candidates hold a Level 4 Diploma in Financial Planning and have experience as an Independent Financial Adviser or Financial Planner, with strong technical knowledge and a proactive, client-focused approach to development

Qualifications

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

Responsibilities

• Deliver holistic financial planning 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 paraplanning and client support to focus on advising clients.
• Ensure all advice complies with FCA regulations and internal standards.
• Contribute to growth and success of the business.

Skills

Independent Financial Adviser

Financial Planner

Client relationships

Communication skills

Business development

Client outcomes focus

Education

Level 4 Diploma in Financial Planning

Job description

IDEX Consulting Ltd is recruiting a Financial Planner for a growing independent firm in Leicester. You will build your own client base with support from paraplanning and compliance teams, delivering holistic planning across pensions, investments and retirement planning.

Ideal candidates hold a Level 4 Diploma in Financial Planning and have experience as an Independent Financial Adviser or Financial Planner, with strong technical knowledge and a proactive, client-focused approach to development