Financial Planner

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.

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.

• 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

• 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

• 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