The Vacancy
As a Financial Planner, you will be responsible for building your own book of financial planning clients and supporting the delivery of our workplace financial well-being services, working in a collaborative team environment. You will be supported in building your client base through workplace activities, through developing professional connections and via other channels (such as Unbiased).
You will have support from a Paraplanner and financial administrator and will work closely with the wider financial planning team. You will be provided with full training and ongoing support with your career development.
With high levels of professionalism, you will be interacting with key decision makers at some of the UK's largest corporates. You will be comfortable presenting to large groups of people, as well as great at establishing strong relationships with individuals, demonstrating empathy and a client centric approach.
You'll have a strong history of delivering positive outcomes for your financial planning clients, and you'll be comfortable using a centralised investment proposition.
You will be a proven business winner and a proactive team player, with the drive and commitment to deliver excellent outcomes for both clients and the business.

Role Responsibilities

Winning work

• Generate new business and build introducer relationships.
• Play a key role in our workplace services, working collaboratively with our corporate team (e.g., delivering and attending webinars and seminars for large employers, potentially acting as 'Lead Adviser' with some relationships, and running one-to-one guidance sessions with employees).

Client-centric financial planning

• Developing strong relationships to win and retain clients, managing client relationships through meetings and high-quality communications.
• Conducting in-depth assessments of clients' financial circumstances, current provisions and future aims and goals.
• Upholding our values of client-centricity at all times.
• Preparing plans and financial strategies best suited to individual clients' requirements.
• Reviewing and responding to clients' changing needs and financial circumstances.
• Proactively contacting clients with news of market or legislation changes that may affect their savings and investments.

Compliance

• Meeting all regulatory aspects of the role, e.g., requirements for disclosure, costs of the services or products provided whilst accepting responsibility for the advice provided.
• Adhering to all compliance processes and procedures, including maintaining a valid Statement of Professional Standing.
• Keeping up to date with financial products and legislation and setting and completing training and competence requirements.

Research and technical duties

• Researching information from various sources, including providers of financial products.
• Where appropriate, negotiating with product suppliers for the best possible rates.
• Act as a source of knowledge and skill in the team.

Qualifications

• RQF level 4 qualified.
• Diploma Financial Planner Status.

Skills and experience

• Demonstrable experience as a regulated financial adviser.
• Excellent communication, interpersonal, and listening skills.
• Comfortable presenting to groups of people.
• The capability to explain complex information simply and clearly.
• The ability to network, establish relationships with clients and potential future clients.
• Demonstrate excellent research and analytical skills.
• Possess negotiation and influencing skills as well as determination and tenacity.
• High levels of numeracy and IT skills.

Personal attributes

• An ethical and professional approach to work.
• Focus on excellent client service and outcomes.
• High levels of professionalism and attention to detail.
• Apply discretion and an understanding of the need for client confidentiality.
• A team player, supportive of colleagues, and helping others develop their careers.
• Self-motivation, organisation, and being able to prioritise effectively.
• A flexible approach to work.

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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.