Financial Planner
IDEX Consulting · Birmingham, England ·
The OpportunityAn exciting opportunity has arisen for an experienced Financial Planner to join a rapidly growing, independent wealth management business in Birmingham. This role is ideal for an Adviser who is passionate about building long-term client relationships and delivering holistic financial planning.
You'll inherit an existing portfolio of clients while also being supported to develop new business through referrals, professional introducers and the wider group. With a strong paraplanning and administration team behind you, you'll be able to focus on what you do best - providing high-quality advice and exceptional client service. The RoleAs a Financial Planner,
you will
Manage and develop an existing portfolio of wealth management clientsDeliver holistic, whole-of-market financial planning and investment adviceConduct comprehensive client reviews, understanding both current circumstances and future financial objectivesBuild long-term relationships by providing ongoing advice and proactive serviceCreate tailored financial planning solutions to meet individual client needsWork closely with professional introducers including Accountants, Solicitors and Mortgage AdvisersKeep clients informed of legislative, regulatory and market changes that may impact their financial plansIdentify opportunities to grow your client bank through referrals and business developmentAbout the BusinessOur client is a highly respected independent financial planning firm and part of one of the UK's fastest-growing professional services groups.
With a collaborative approach and significant investment in its Midlands presence, the business provides truly holistic advice to private clients, business owners and high-net-worth individuals. Advisers are supported by an experienced team of Paraplanners and Administrators, alongside market-leading technology and discretionary investment solutions, allowing them to focus on delivering outstanding client outcomes.
The firm has built an excellent reputation for its client-first approach, ambitious growth plans and positive, collaborative culture. About YouWe're keen to speak with Advisers who have: Previous experience as a Financial Planner or Independent Financial AdviserLevel 4 Diploma in Financial Planning (essential)Chartered status or working towards Chartered (preferred)Strong knowledge of pensions, investments and protection planningExcellent relationship-building and communication skillsA genuine passion for delivering exceptional client outcomesThe ability to develop business through referrals and professional connectionsWhat's on OfferCompetitive basic salaryAttractive bonus structureAnnual trip abroadExisting client portfolioFull paraplanning and administrative supportHybrid workingGenuine career progression within a growing national businessOngoing professional development and support towards Chartered statusComprehensive benefits packageIf you're an experienced Financial Planner looking to join an ambitious, people-focused business where you can build long-term relationships and continue developing your career, we'd love to hear from you.
For a confidential discussion or to find out more, please get in touch: Ellie Sedgwick Senior Consultant - Financial Services Recruitment IDEX Consulting Ltd eleanor.sedgwick@idexconsulting.com07441 341 817Visit the IDEX Consulting Ltd website for further opportunities.
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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. Discipline(s): Financial ServicesJob type: Flexible / Work From Home