Financial Planner
hace 2 días
York
Financial Planner York | Hybrid Working £55,000 – £70,000 basic (DOE) + bonus Established client bank provided IDEX Consulting is proud to be partnering with a highly respected and growing financial planning firm to recruit an experienced Financial Planner. This is an excellent opportunity to join a business that prioritises personalised, advice-led relationships over off-the-shelf solutions. The firm has built a strong reputation through delivering a genuinely client-first service, resulting in consistent organic growth and a loyal, high-value client base. The Opportunity Due to continued expansion and upcoming acquisitions, the business is seeking a Financial Planner to take on an established portfolio of affluent and HNW clients, providing immediate income stability and long-term growth potential. You’ll be supported by a dedicated and experienced paraplanning and administration team, allowing you to focus on delivering high-quality advice and developing client relationships. What You’ll Be Doing • Managing and developing an existing portfolio of clients, • Delivering holistic financial planning advice tailored to individual needs, • Building long-term, trusted client relationships, • Collaborating closely with paraplanners and support staff to deliver an exceptional client experience About You • Diploma Level 4 qualified (essential), • Chartered status (or working towards) is desirable, • Strong interpersonal skills with a client-centric approach, • A collaborative mindset and the ability to work effectively within a team, • Passionate about delivering high-quality, personalised advice Why Apply? • Immediate access to a high-quality client bank, • Strong operational and paraplanning support, • Clear growth trajectory within a progressive firm, • A culture built on collaboration, integrity, and long-term client relationships