Independent Financial Planner – Hybrid Role with Autonomy

IDEX Consulting; Leicester; Hybrid; GBP 68.000 - 83.000; Vollzeit

Benefits dieser Stelle

Hybrid & flexible working

Paraplanning support

Bonus scheme

Benefits package

Career progression opportunity

Zusammenfassung

IDEX Consulting in Leicester is seeking an ambitious Financial Planner to join a growing team. This role offers the opportunity to build your own client portfolio while backed by an experienced paraplanning, administration and compliance team to ensure high-quality advice.

You will deliver holistic financial planning across pensions, investments and retirement planning, develop relationships through networking, and work within FCA regulations to support clients with tailored strategies and

Qualifikationen

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

Aufgaben

• Deliver holistic financial planning across pensions, investments, protection and retirement planning.
• Build and develop your own portfolio of clients through networking and business development.
• Create and maintain long-term client relationships built on trust and service.
• Collaborate with paraplanning and client support teams to focus on advising clients.
• Ensure advice complies with FCA regulations and internal standards.
• Contribute to the growth and success of the business.

Kenntnisse

Client relationship management

Communication skills

Networking

Holistic financial planning knowledge

Ausbildung

Level 4 Diploma in Financial Planning

Jobbeschreibung

IDEX Consulting in Leicester is seeking an ambitious Financial Planner to join a growing team. This role offers the opportunity to build your own client portfolio while backed by an experienced paraplanning, administration and compliance team to ensure high-quality advice.

You will deliver holistic financial planning across pensions, investments and retirement planning, develop relationships through networking, and work within FCA regulations to support clients with tailored strategies and