Financial Advisor

IDEX Consulting; Plymouth; On-site; GBP 40,000 - 60,000; Full time

Job summary

A well-established financial planning firm in Plymouth seeks an experienced Financial Planner. This client-facing role involves managing relationships, delivering quality advice on pensions, investments, and compliance with FCA standards. The ideal candidate will have a Level 4 qualification and strong business development skills, along with a commitment to ethics. A flexible working environment and career progression opportunities are available.

Benefits

25 days holiday + Bank Holidays

Private Medical Insurance

Income Protection

Death in Service cover

4% matched pension contribution

Career progression and flexible working options

Qualifications

• Experience delivering investment and pension advice.
• Highly organised and capable of managing workload independently.
• Experience with Intelligent Office (IO) is an advantage.

Responsibilities

• Meet clients to understand their financial needs and develop long-term relationships.
• Collaborate with Paraplanners and support staff to deliver quality advice.
• Research financial products and present clear recommendations.

Skills

Communication skills

Business development capabilities

Organisational skills

IT literacy

Self-driven

Education

Level 4 qualification (DipPFS, DipFA, or CISI Level 4)

Chartered status (or working towards)

Tools

Intelligent Office (IO)

Job description

Overview

An opportunity has arisen for an experienced Financial Planner to join a well-established, independent financial planning and investment management group. With a focus on quality advice and client outcomes, the role is ideal for a professional who values long-term relationship building, high standards of service, and ethical financial advice. You'll be supported by a collaborative, client-focused culture, and equipped with the tools, infrastructure, and team to help you grow professionally while delivering tailored financial solutions.

Benefits

• 25 days holiday (plus 1 day per year of service, up to 30) + Bank Holidays
• Private Medical Insurance (single cover; extendable at own cost)
• Income Protection (75% of salary after 3 months)
• Death in Service (4x salary)
• 4% matched pension contribution
• Career progression and flexible working options

The Role

This is a client-facing position suited for a qualified Financial Planner who is confident in providing personalised advice across pensions, investments, and trust planning. You will manage client relationships with professionalism and care, while also helping to identify new business opportunities, especially through professional introducers such as accountants and solicitors. You will be expected to maintain high standards of conduct, integrity, and compliance, contributing to a culture that prioritises ethics, client outcomes, and professionalism.

Key Responsibilities

• Meet clients to understand their financial needs and develop long-term, trusted relationships
• Collaborate with Paraplanners, support staff, and management to deliver quality advice
• Deliver financial planning services in line with FCA rules and compliance standards
• Research financial products and present clear, compliant recommendations
• Maintain accurate, up-to-date records using systems such as Intelliflo Office (IO)
• Keep clients informed about their investments and financial plans
• Develop new business through referrals and professional networks
• Maintain appropriate levels of Continuing Professional Development (CPD)

Requirements

• Level 4 qualification (DipPFS, DipFA, or CISI Level 4) - essential
• Chartered status (or working towards) preferred
• Experience delivering investment and pension advice
• Experience with Intelligent Office (IO) is an advantage
• Highly organised, IT literate, and capable of managing workload independently
• Strong communication skills and business development capabilities
• Self-driven with an entrepreneurial mindset

This is an excellent opportunity for a Financial Planner seeking a flexible working environment, rewarding career path, and the autonomy to grow your client base while receiving ongoing support and development.

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.