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