Lead Financial Planner

IDEX Consulting; Birmingham; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A leading financial services firm in Birmingham seeks a Lead Financial Planner to manage a client portfolio and mentor a team. The ideal candidate will have extensive experience in financial planning and a Chartered designation (or working towards it). You will build client relationships, oversee financial strategies, and ensure outstanding client outcomes. The role offers a salary up to £100,000 and a flexible working environment.

Benefits

Basic salary up to £100,000

Hybrid/remote working

Ongoing professional development support

Qualifications

• Strong understanding of pensions, investments, protection, tax, and estate planning.
• Ability to inspire confidence and trust.
• Proficient in using financial planning technology.

Responsibilities

• Build strong client relationships by delivering holistic financial plans.
• Lead and develop a team while ensuring profitability.
• Oversee the creation of comprehensive financial strategies.
• Conduct client review meetings and cashflow modelling.
• Identify opportunities for new and existing clients.
• Mentor less experienced planners.

Skills

Experience in financial planning

Leadership experience

Excellent communication skills

Client-first approach

Cashflow modelling skills

Education

Chartered Financial Planner (or working towards)

Job description

Overview

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 £100,000 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.

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.