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IDEX Consulting Ltd Logo IDEX Consulting Ltd · Finance

Chartered Financial Planner

United Kingdom, London Employment contract 80000.00 - 100000.00 GBP / Year · Job Posted May 16, 2026
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Job Description

I'm working with an Award Winning, growing, modern financial planning firm looking to appoint an experienced Chartered Financial Planner to join its London-based team. This is an opportunity to join a progressive business with a strong reputation for client service, collaborative culture, and ambitious growth plans. The role would suit an adviser who enjoys building long-term client relationships, delivering holistic financial planning, and contributing to the continued growth of the business.

Job Responsibility

  • Delivering high-quality financial planning advice to existing private HNW and UHNW clients
  • Managing and developing ongoing client relationships to facilitate a steady transition of clients across from existing directors
  • Conducting annual reviews and presenting clear, engaging recommendations
  • Growing your client bank through referrals, networking, and professional connections
  • Working collaboratively with paraplanning and client support teams
  • Supporting a positive, client-focused culture across the wider business

Requirements

  • Chartered/level 6 status
  • Experience in financial planning/advice
  • Strong track record of client relationship management and business development
  • Commercially minded with a proactive and professional approach
  • Excellent communication and interpersonal skills
  • Comfortable working in a collaborative, technology-enabled environment

What we offer

  • Bonus up to 35% of salary
  • Hybrid/flexible working
  • Strong support infrastructure
  • Career progression opportunities
  • Positive and collaborative working culture
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