IDEX Consulting are working in partnership with a highly regarded financial advisory business who require a Financial Planner to join their busy team on the outskirts of Leeds city center (free parking available). The business is well known for having a strong emphasis on tailored advice rather than off-the-shelf solutions and has seen organic FUM growth through a truly client first service. With acquisitions in the pipeline and continued growth of FUM via organic growth, an opportunity has arisen to join the business and inherit a sizeable client book of highly affluent/HNW clients that drives consistent revenue. You will benefit from a paraplanning and admin team that has demonstrated longevity within the business. The successful applicant will have achieved their level 4 diploma. Studying towards or having achieved Chartered status is advantageous but not a necessity. It is important that the right candidate demonstrates empathy and a collaborative mindset when...

Financial Planner - Edinburgh Salary up to £95,000 + Bonus An excellent opportunity has arisen for an experienced Financial Planner to join a highly regarded wealth management business in Edinburgh. This is an opportunity to join an established and successful firm offering a genuinely client-focused approach to financial planning, excellent professional support and a highly competitive remuneration package. The Opportunity You will provide holistic financial planning advice to a portfolio of clients, developing long-term relationships and delivering high-quality advice across investments, pensions, retirement planning and protection. Importantly, this is not a role where you will be expected to spend your time cold calling or building a client bank from scratch . You will have the infrastructure and support around you to allow you to focus on what you do best - advising clients and developing relationships. You'll work alongside experienced Paraplanners and...

The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses. Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It's an inspiring time to join the team! Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals. This is a fantastic...

I'm working with an established financial planning business looking to appoint an experienced Financial Planner to manage and develop an existing client bank across the West of Scotland. This is a great opportunity for an accomplished Adviser who wants the security of an established portfolio, excellent back-office support and the autonomy to manage their own diary and client relationships. Although notionally based from the firm's South Lanarkshire office, this is predominantly a field-based role, with considerable flexibility to work remotely when not meeting clients. The Role You will inherit an established client bank and provide holistic financial planning advice, building long-term relationships and identifying opportunities to further develop those clients. A key element of the position is advising clients with more complex financial planning requirements, so significant experience of trusts and trust planning is essential. You'll be supported by an excellent...

The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses. Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It's an inspiring time to join the team! Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals. The role The purpose...

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. The Role You'll be responsible for: 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...

An established and highly regarded independent financial planning firm is looking to appoint an ambitious Financial Planner to join its growing team in Leicester. This is an excellent opportunity for an Adviser who enjoys developing new client relationships and wants to be part of a business with a strong reputation, excellent market presence and a collaborative culture. You'll have the freedom to build your own client base while being supported by an experienced paraplanning, administration and compliance team. The firm prides itself on delivering high-quality, holistic financial planning and is committed to providing clients with tailored, long-term advice. The Role As a Financial Planner, you will: Deliver holistic financial planning advice across pensions, investments, protection and retirement planning Build and develop your own portfolio of clients through networking, professional connections and business development Create and maintain long-term client...

We are representing a national financial advice business seeking an Associate Financial Adviser to join its growing team in Bath. This is a fantastic opportunity for an experienced Paraplanner looking to take the next step into financial advice, as well as existing Advisers looking for a supportive, client-focused environment. The role is primarily desk-based with minimal travel, working with an established client bank and supported by experienced Paraplanners and Adviser Support. Key Requirements Level 4 Diploma in Regulated Financial Planning Previous experience providing regulated advice or strong paraplanning experience looking to transition into advice Strong knowledge across pensions, investments and protection Excellent communication and relationship-building skills What's on Offer Up to £44,000 basic salary Annual bonus Excellent training and development 25 days' holiday + 8 bank holidays 5% employer pension contribution Private medical...

My client is currently looking for an experienced Paraplanner to join their team in Wigan. As a Paraplanner, you will play a key role in supporting Financial Planners by providing high-quality technical research, suitability report writing and financial planning support. You will work closely with Advisers and Administrators throughout the advice process, helping deliver exceptional client outcomes whilst ensuring advice remains compliant and technically robust. This role offers exposure to a broad range of financial planning areas including pensions, investments, protection, retirement planning and estate planning. This is a hybrid working role with 3 days in the office and 2 from home. Responsibilities To draft suitability reports with guidance from the Financial Planner, in accordance with all compliance and departmental requirements To liaise with the Financial Planners to ensure all information received is complete and accurate for advice to be given Assist...

Not every technical financial planning role means more of the same. This job gives you something different: more influence, more progression and the chance to become an expert whilst working from home. A competitive starting salary including a 10% non-contributory pension and generous bonus scheme that has paid out every year since Covid. They have two promotional runs every year giving you the opportunity to learn, grow and push up that salary. There's also an extensive benefits package including: Non-contributory pension (10%) 28 days leave PHI Critical Illness Dental Insurance Life Cover (x10) How many firms can match that? Just as importantly, this is a business trying to build the right kind of environment too. They take diversity seriously, with clear plans and partnerships in place rather than vague statements and buzzwords. For example, the percentage of women in leadership positions is on track to be 40% in the next three...

Not every technical financial planning role means more of the same. This job gives you something different: more influence, more progression and the chance to become an expert whilst working from home. Starting salary is up to c£50,000, includes a 10% non-contributory pension and generous bonus scheme that has paid out every year since Covid. They have two promotional runs every year giving you the opportunity to learn, grow and push up that salary. There's also an extensive benefits package including: Non-contributory pension (10%) 28 days leave PHI Critical Illness Dental Insurance Life Cover (x10) How many firms can match that? Just as importantly, this is a business trying to build the right kind of environment too. They take diversity seriously, with clear plans and partnerships in place rather than vague statements and buzzwords. For example, the percentage of women in leadership positions is on track to be 40% in the next...

A leading and growing wealth management business is looking to appoint a technically strong financial-planning professional into its Compliance function, taking responsibility for providing 2nd line technical oversight and assurance of its 1st line checking framework. This is a newly created and highly technical role, sitting between traditional Compliance and an internal audit-style assurance function. The business has a strong team of financial advisers providing complex advice across areas including pensions, pension transfers, retirement planning and inheritance tax. That advice is subject to review by a dedicated 1st line checking team. The purpose of this role is to provide an additional layer of independent technical challenge - checking the checkers and ensuring that the firm's policies, guidance and controls remain robust, effective and fit for purpose. The role You will provide independent 2nd line oversight of the firm's existing checking and assurance...

An exceptional opportunity has arisen in London for a Senior Financial Planner to join a premier investment bank, primarily serving high-net-worth and UHNW clients. Based in modern offices in city, the Financial Planner will collaborate closely with the wealth management team, offering year-round guidance and services to both new and long-standing clients. In this role, you will have regular, direct interactions with clients, playing a vital and collaborative role alongside the Wealth Managers. You will frequently attend meetings with clients throughout the South East region. Having placed the Head of Office into the business, they have highlighted the enjoyment of being part of this dynamic, outgoing team. The role offers regular and direct communication with the CEO and Regional Partners, supported by strong administrative networks to ensure seamless and diligent client service. This client-focused position has no new business targets. The ideal candidate will possess strong...

Trainee Financial Advisor Liverpool City Centre Monday to Friday, 9am - 5pm Competitive salary + study support + excellent progression opportunities Clear pathway to becoming a Financial Planner Are you currently studying towards your Level 4 Diploma in Financial Planning and looking for your first opportunity within financial advice? Or perhaps you're already working within financial services and are looking for a route into a client-facing financial planning career? This is an exciting opportunity to join a highly regarded Wealth Management firm that is committed to developing the next generation of Financial Advisors. Successful applicants will receive ongoing training, professional qualifications support and mentorship from experienced Financial Planners, with a structured pathway towards becoming a qualified advisor. About the Role As a Trainee Financial Advisor, you will work closely with experienced Financial Planners and support teams while...

Senior Financial Administrator London Office-based Are you an experienced Financial Administrator looking for a professional Wealth Management environment that still feels personal, friendly and genuinely close-knit? We're partnering with an established financial services business to recruit an experienced Senior Financial Administrator for its London office. The business has all the credibility and professionalism you would expect from an established Wealth Management firm, but behind that corporate face is a very personable, down-to-earth team with plenty of personality and a strong family-run feel. This is a varied, client-focused role for someone with strong Wealth Management or IFA administration experience who wants more than just a transactional support position. Accuracy and service matter, but so does personality, communication and being someone who naturally contributes to a positive team environment. The Role Act as a key point of support for...

Not every technical financial planning role means more of the same. This job gives you something different: more influence, more progression and the chance to become an expert whilst working from home. Starting salary is up to c£50,000, includes a 10% non-contributory pension and generous bonus scheme that has paid out every year since Covid. They have two promotional runs every year giving you the opportunity to learn, grow and push up that salary. There's also an extensive benefits package including: Non-contributory pension (10%) 28 days leave PHI Critical Illness Dental Insurance Life Cover (x10) How many firms can match that? Just as importantly, this is a business trying to build the right kind of environment too. They take diversity seriously, with clear plans and partnerships in place rather than vague statements and buzzwords. For example, the percentage of women in leadership positions is on track to be 40% in the next...

Not every technical financial planning role means more of the same. This job gives you something different: more influence, more progression and the chance to become an expert whilst working from home. Starting salary is up to c£50,000, includes a 10% non-contributory pension and generous bonus scheme that has paid out every year since Covid. They have two promotional runs every year giving you the opportunity to learn, grow and push up that salary. There's also an extensive benefits package including: Non-contributory pension (10%) 28 days leave PHI Critical Illness Dental Insurance Life Cover (x10) How many firms can match that? Just as importantly, this is a business trying to build the right kind of environment too. They take diversity seriously, with clear plans and partnerships in place rather than vague statements and buzzwords. For example, the percentage of women in leadership positions is on track to be 40% in the next...

Not every technical financial planning role means more of the same. This job gives you something different: more influence, more progression and the chance to become an expert whilst working from home. Starting salary is up to c£50,000, includes a 10% non-contributory pension and generous bonus scheme that has paid out every year since Covid. They have two promotional runs every year giving you the opportunity to learn, grow and push up that salary. There's also an extensive benefits package including: Non-contributory pension (10%) 28 days leave PHI Critical Illness Dental Insurance Life Cover (x10) How many firms can match that? Just as importantly, this is a business trying to build the right kind of environment too. They take diversity seriously, with clear plans and partnerships in place rather than vague statements and buzzwords. For example, the percentage of women in leadership positions is on track to be 40% in the next...

Not every technical financial planning role means more of the same. This job gives you something different: more influence, more progression and the chance to become an expert whilst working from home. A competitive starting salary including a 10% non-contributory pension and generous bonus scheme that has paid out every year since Covid. They have two promotional runs every year giving you the opportunity to learn, grow and push up that salary. There's also an extensive benefits package including: Non-contributory pension (10%) 28 days leave PHI Critical Illness Dental Insurance Life Cover (x10) How many firms can match that? Just as importantly, this is a business trying to build the right kind of environment too. They take diversity seriously, with clear plans and partnerships in place rather than vague statements and buzzwords. For example, the percentage of women in leadership positions is on track to be 40% in the next three...

Not every technical financial planning role means more of the same. This job gives you something different: more influence, more progression and the chance to become an expert whilst working from home. Starting salary is up to c£50,000, includes a 10% non-contributory pension and generous bonus scheme that has paid out every year since Covid. They have two promotional runs every year giving you the opportunity to learn, grow and push up that salary. There's also an extensive benefits package including: Non-contributory pension (10%) 28 days leave PHI Critical Illness Dental Insurance Life Cover (x10) How many firms can match that? Just as importantly, this is a business trying to build the right kind of environment too. They take diversity seriously, with clear plans and partnerships in place rather than vague statements and buzzwords. For example, the percentage of women in leadership positions is on track to be 40% in the next...