Lead Financial Planner

IDEX Consulting; Birmingham; Hybrid; GBP 50,000 - 80,000; Full time

Job summary

A dynamic financial services firm is seeking a Lead Financial Planner in Birmingham to manage client portfolios and mentor a team. The ideal candidate will be a Chartered Financial Planner with extensive experience in financial planning, offering a chance to work with high-value clients in a supportive environment. This role includes developing financial strategies and prioritizing client care, with opportunities for professional growth and a flexible working arrangement.

Benefits

Hybrid working flexibility

Professional development support

Qualifications

• Chartered Financial Planner or working towards it.
• Extensive experience in financial planning with strong understanding of pensions, investments, tax and estate planning.
• Ability to inspire confidence and trust in clients.

Responsibilities

• Building strong client relationships and delivering holistic lifestyle financial plans.
• Leading and developing a team to meet objectives and ensure profitability.
• Creating comprehensive financial strategies including tax and retirement planning.

Skills

Communication skills

Client-first approach

Leadership experience

Cashflow modelling

Education

Chartered Financial Planner

Tools

Financial planning technology

Job description

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Are you a Chartered Financial Planner (or close to achieving Chartered status) looking for the next step in your career? Do you want to lead a team, work with high-value clients and be part of a firm that puts lifestyle financial planning at the heart of everything it does?
We're looking for a Lead Financial Planner to take ownership of a client portfolio while managing and mentoring a team. This is a rare opportunity to join a forward-thinking firm where client care, innovation and professional development are at the core of what we do.

What you'll be doing

• Building strong, lasting relationships with clients, delivering holistic lifestyle financial plans that help them achieve their goals
• Leading and developing your pod, ensuring team members meet their objectives and the pod remains profitable
• Overseeing the creation of comprehensive financial strategies, from tax planning to investments, retirement planning and estate planning
• Conducting and overseeing client review meetings, cashflow modelling and scenario planning
• Identifying opportunities for new and existing clients while ensuring outstanding client outcomes
• Mentoring less experienced planners, sharing your expertise to help them grow

What we're looking for

• Chartered Financial Planner (or working towards)
• Extensive experience in financial planning, with a strong understanding of pensions, investments, protection, tax and estate planning
• Excellent communication skills with the ability to inspire confidence and trust
• Leadership experience- able to guide and motivate a small team
• A proactive, client-first approach and the ability to work in a fast-paced, high-performing environment
• Skilled in cashflow modelling and comfortable using financial planning technology

What's in it for you

• Basic salary up to £, plus benefits
• Hybrid/remote working- flexibility to balance office and home
• The chance to work with a high-quality client base while shaping your own pod and mentoring others
• A culture that prioritises client care, professional excellence, and personal growth
• Ongoing professional development support, including CPD and training resources

If you're ready to step into a leadership role and deliver financial planning that goes beyond numbers, giving clients the confidence to live the lives they truly want, we want to hear from you.
Apply now to take your career to the next level.