Assistant Financial Planner

ZipRecruiter; Birmingham (AL); Hybrid; USD 60,000 - 70,000; Full time

Job summary

A dynamic firm in Birmingham is seeking an Associate Financial Planner to support client relationships and develop a personal portfolio. This role offers mentorship, a structured career path, hybrid working options, and a chance to become a fully qualified Financial Planner.

Benefits

Performance-based bonus

Generous holiday allowance

Pension contributions

Life assurance

Private medical benefits

Ongoing training and development

Qualifications

• At least one year of experience in a financial planning role.
• Strong technical knowledge of investments, pensions, tax planning, and protection.

Responsibilities

• Supporting client relationships and developing your own portfolio.
• Engaging with clients to gather information and provide support.
• Collaborating with Paraplanners and Administrators for client service.

Skills

Communication

Technical Knowledge

Education

Level 4 Diploma in Financial Planning

Tools

Financial Planning Software

CRM Systems

Job description

Job Description

Are you a driven and ambitious financial planning professional looking to take the next step towards becoming a fully-fledged Financial Planner? We have an exciting opportunity for an Associate Financial Planner to join a dynamic and growing firm in Birmingham.

This role is perfect for a Level 4 Diploma-qualified individual with at least one year of experience in a financial planning role. You will work closely with senior Financial Planners, receiving hands-on mentorship, access to an existing client base, and a structured career development path to help you progress into full advisory status.

What You'll Be Doing:

• Supporting client relationships and developing your own portfolio by working alongside experienced Financial Planners.
• Engaging with clients to gather information, understand their needs, and provide proactive support.
• Keeping up to date with industry trends, regulations, and market insights to enhance your advisory skills.
• Collaborating with Paraplanners and Administrators to ensure seamless client service.

What We're Looking For:

• Level 4 Diploma in Financial Planning (DipPFS) or equivalent - Essential.
• Experience in a financial planning role.
• Strong technical knowledge of investments, pensions, tax planning, and protection.
• Excellent communication skills with a client-first approach.
• A proactive and ambitious individual eager to progress to full Financial Planner status.
• Experience with financial planning software and CRM systems.

What's in It for You?

• Salary up to £60,000 (depending on experience) plus performance-based bonus.
• Structured career path with a clear route to becoming a fully qualified Financial Planner.
• Hybrid working options to support a great work-life balance.
• Generous holiday allowance, with options to buy or sell additional days.
• Pension contributions, life assurance, and private medical benefits.
• Ongoing training, development, and mentorship to help you reach your full potential.

This is an excellent opportunity for a talented financial planning professional to take a step closer to full advisory status in a supportive and forward-thinking environment. Apply today to find out more!

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Our Equity and Mission

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