Financial Planner Job at IDEX Consulting Ltd (Somerset)

Financial Planner

Professional and motivated Financial Planner to join a fantastic South West orga...

Location

United Kingdom , Exeter

Salary:

50000.00 - 60000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Excellent communication and presentation skills
Strong attention to detail with the ability to think analytically
A proactive learner with excellent problem-solving abilities
Demonstrated experience building and maintaining client relationships
Chartered status preferred (essential for top band salary)

Job Responsibility

Review and evaluate client's financial documents including income, expenses, and liabilities
Provide tailored advice on pensions, insurance, and investment planning
Deliver annual review meetings and maintain long-term client relationships
Monitor client's needs and adjust plans as required
Present and promote financial products and services where appropriate
Collaborate closely with colleagues across the team
Keep up to date with regulations, market practices, and new financial products

What we offer

Health insurance
Company pension scheme
Ongoing professional development and career growth opportunities
Structured support and sponsorship to achieve Chartered status

Fulltime

Financial Planner

Join a growing wealth management firm where you can make a real difference by he...

Location

United States , San Ramon

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

3–5+ years in wealth management with knowledge in financial planning and investment strategies
Proficient with Schwab platform
Experience with eMoney and Redtail CRM is a plus
Bachelor’s degree required
FINRA Series and CFP® or ChFC® is a plus but not mandatory
Strong analytical and problem-solving skills
Ability to clearly communicate with clients and handle sensitive information professionally
A strong drive to grow and succeed professionally

Job Responsibility

Build personalized financial strategies using top tools and resources
Meet with clients, take notes, and follow up on action items
Help onboard new clients and build long-term relationships, including working with a CPA firm for investment support
Check financial documents for accuracy, including insurance, earnings, and expenses
Help prepare recommendations for life, disability, and long-term care insurance
Track client interactions using CRM software and handle communications with custodians and Broker-Dealers
Help create client presentations and investment reports

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Financial Aid Planner

Come care with us at American Career College where you will meet with students a...

Location

United States , Richardson

Salary:

Not provided

American Career College

Expiration Date

Until further notice

Requirements

Minimum of 1 year’s experience as a customer service provider in a professional environment
Ability to demonstrate the highest levels of integrity and professional ethics in all aspects of the job function
Ability to demonstrate excellent communication skills through active listening and delivery of information clearly and effectively
Ability to demonstrate excellent customer service skills, with a professional, helpful, and positive demeanor
May not be in default on a federal student loan or owe repayment on a federal grant
Consent to audio and video record student financial aid appointments and overviews for training and quality assurance purposes required
Associate's Degree from an accredited College or University preferred

Job Responsibility

Meeting with students and prospective students to provide information regarding costs of attendance, available financial aid options, and student loan counseling
Reviewing documentation, forms and other information provided by students to ensure accuracy and completeness, update electronic student file appropriately based on information received, and scan documents into Image Now
Reviewing student records to ensure any discrepant or conflicting information is appropriately resolved, and documents same
Reviewing ISIR data to ensure c-codes are appropriately resolved and required verification items are requested, and document actions or resolutions are fully in the student electronic file
Assisting students and parents with directions for requesting FSA User IDs, and online completion of FAFSAs (Free Application for Federal Student Aid), MPNs (Master Promissory Notes), and online student loan entrance and exist counseling
Providing in-person student loan counseling for those who are unable to complete online counseling

What we offer

medical
dental
vision
flexible spending accounts
401(k) match
paid time off
holidays
parental leave
tuition reimbursement
adoption assistance

Fulltime

Wealth Planner

We are currently looking to appoint an individual who has direct experience work...

Location

United Kingdom , Hessle

Salary:

Not provided

Kingswood Group

Expiration Date

Until further notice

Requirements

Qualified to a minimum of level 4 in Regulated Financial Planning
Experiencing in managing private client relationships and providing financial advice
Knowledge across a range of products and asset classes
The ability to work with clients across all wealth bands and providing the very best support and guidance to clients with little to no financial knowledge
Strong numeracy skills, attention to detail and experience of dealing with multiple currencies

Job Responsibility

Form key client relationships and collaborate with Investment Managers to increase client engagement
Working directly with clients, providing a wide range of financial planning solutions and conducting annual reviews
Growing your client bank organically through referrals and developing relationships with professional connections
Prepare, present and implement advice recommendations and cash flow modelling reports
Responsible for some general administrative tasks as part of the scope for this role
Liaising directly with the Client Liaison Administrators and Paraplanners to ensure a seamless client experience
Maintain competency via successful completion of your required ‘continuing professional development’ (CPD) hours

What we offer

26 days annual leave including a day off for your birthday (plus bank holidays)
Contributory pension scheme
Private Healthcare
Life assurance
Health insurance
2 charity volunteer days
Employee recognition
Recruitment referral
Career Development
Cycle to work scheme

Wealth Planner

We are currently looking to appoint an individual who has direct experience work...

Location

United Kingdom , Faversham

Salary:

Not provided

Kingswood Group

Expiration Date

Until further notice

Requirements

Qualified to a minimum of level 4 in Regulated Financial Planning
Experiencing in managing private client relationships and providing financial advice
Knowledge across a range of products and asset classes
The ability to work with clients across all wealth bands and providing the very best support and guidance to clients with little to no financial knowledge
Strong numeracy skills, attention to detail and experience of dealing with multiple currencies

Job Responsibility

Form key client relationships and collaborate with Investment Managers to increase client engagement
Working directly with clients, providing a wide range of financial planning solutions and conducting annual reviews
Growing your client bank organically through referrals and developing relationships with professional connections
Prepare, present and implement advice recommendations and cash flow modelling reports
Responsible for some general administrative tasks as part of the scope for this role
Liaising directly with the Client Liaison Administrators and Paraplanners to ensure a seamless client experience
Maintain competency via successful completion of your required ‘continuing professional development’ (CPD) hours

What we offer

25 days annual leave
An extra day of for your birthday
Cycle to work scheme
Life Assurance
Private healthcare
2 paid volunteering days
Enhanced Maternity and Paternity pay

Fulltime

Wealth Planner

We are currently looking to appoint an individual who has direct experience work...

Location

United Kingdom , Lincoln

Salary:

Not provided

Kingswood Group

Expiration Date

Until further notice

Requirements

Qualified to a minimum of level 4 in Regulated Financial Planning
Experiencing in managing private client relationships and providing financial advice
Knowledge across a range of products and asset classes
The ability to work with clients across all wealth bands and providing the very best support and guidance to clients with little to no financial knowledge
Strong numeracy skills, attention to detail and experience of dealing with multiple currencies

Job Responsibility

Form key client relationships and collaborate with Investment Managers to increase client engagement
Working directly with clients, providing a wide range of financial planning solutions and conducting annual reviews
Growing your client bank organically through referrals and developing relationships with professional connections
Prepare, present and implement advice recommendations and cash flow modelling reports
Responsible for some general administrative tasks as part of the scope for this role
Liaising directly with the Client Liaison Administrators and Paraplanners to ensure a seamless client experience
Maintain competency via successful completion of your required ‘continuing professional development’ (CPD) hours

What we offer

25 days annual leave
An extra day of for your birthday!
Cycle to work scheme
Life Assurance
Private healthcare
2 paid volunteering days
Enhanced Maternity and Paternity pay

Fulltime

Senior Wealth Planner

Join us as a Senior Wealth Planner, where you’ll take a leading role in helping ...

Location

United Kingdom , Birmingham

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

A financial planning qualification at RDR Level 4 or above, including certification in advising on packaged products
Experience offering personalised planning and investment advice, with a solid understanding of financial markets, products, and regulations
Ability to use digital tools to support client conversations, along with thoughtful communication that builds trust
A careful approach to identifying and managing risk, while maintaining high standards of compliance

Job Responsibility

Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs
Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations
Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio
Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank
Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship
Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses
Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy
Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts

What we offer

Hybrid working
modern workspaces, collaborative areas, and state-of-the-art meeting rooms
Facilities include wellness rooms, on-site cafeterias, fitness centers, and tech-equipped workstations
supportive and inclusive culture and environment

Fulltime

Chartered Wealth Planner

We're looking for someone with at least 5 years direct experience working with c...

Location

United Kingdom , Abingdon

Salary:

Not provided

Kingswood Group

Expiration Date

Until further notice

Requirements

Qualified to a minimum of Chartered in Regulated Financial Planning
Experiencing in managing private client relationships and providing financial advice
Knowledge across a range of products and asset classes
The ability to work with clients across all wealth bands and providing support and guidance to clients with little to no financial knowledge
Strong numeracy skills, attention to detail and experience of dealing with multiple currencies
Experience in managing relationships and handling sensitive situations with tact and diplomacy
At least 5 years direct experience working with clients to provide holistic wealth and financial planning solutions

Job Responsibility

Form key client relationships with around 70 clients ranging from medium net worth to ultra-high net worth portfolios
Working directly with clients, providing a wide range of financial planning solutions and conducting annual reviews whilst providing that extra support and guidance
Grow your client bank organically through referrals and developing relationships with professional connections
Prepare, present and implement advice recommendations, cash flow modelling reports and provide bespoke servicing that is tailored to each individual client
Responsible for some general administrative tasks as part of the scope for this role
Working directly with a named Client Liaison Administrator and Paraplanner to ensure a first-class client experience

What we offer

26 days annual leave – including a day of for your birthday
Cycle to work scheme
Life Assurance
Private healthcare
2 paid volunteering days – per year
Enhanced Maternity and Paternity pay
Clear and transparent bonus structure for acquiring new clients and boosting your retention existing clients

Fulltime

Financial Planner

IDEX Consulting Ltd

Location:
United Kingdom , Somerset ▼
Wiltshire

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Requirements:

Additional Information:

Job Posted:
January 15, 2026

Expiration:
April 25, 2026

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Job Description:

Requirements:

Additional Information:

Job Posted:January 15, 2026

Expiration:April 25, 2026

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