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IDEX Consulting Ltd
19 Mar, 2026
Permanent
Financial Planner
IDEX Consulting Ltd Bristol, UK
A growing, well-established financial planning firm is seeking an experienced Financial Planner to join the team, taking ownership of an existing client bank. This is a fantastic opportunity to provide high-quality, comprehensive advice to individuals, families, and businesses, while building strong, enduring client relationships and contributing to the growth of the business. Paraplanning and administrative support are provided, allowing you to focus on delivering exceptional client outcomes. Role and Responsibilities Provide regulated financial advice across investments, pensions, protection, and intergenerational/tax planning. Conduct thorough reviews of clients' financial circumstances, needs, and objectives, using tools such as cashflow modelling to illustrate plans. Research and recommend suitable solutions from the firm's centralised investment proposition. Prepare and present clear, personalised financial plans and suitability reports. Support business growth by...
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