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Financial Planner

Job in York, North Yorkshire, YO90, England, UK
Listing for: Energy Jobline ZR
Full Time position
Listed on 2026-05-21
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Analyst, Accounting & Finance, Financial Advisor
Salary/Wage Range or Industry Benchmark: 55000 - 70000 GBP Yearly GBP 55000.00 70000.00 YEAR
Job Description & How to Apply Below

Job Description 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
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