Senior Financial Planner | Client-Focused & Flexible

IDEX Consulting; Remote; GBP 60,000 - 80,000; Full time

Job summary

A reputable financial services firm in the UK is seeking an experienced Financial Planner to join their team. The role focuses on building long-term client relationships and delivering tailored financial solutions. Candidates must have a Level 4 qualification and experience in providing personalised advice across pensions and investments. This position offers a supportive work environment, flexibility, and opportunities for career growth, while maintaining high standards of ethics and client satisfaction.

Benefits

25 days holiday plus bank holidays

Private Medical Insurance

Income Protection

Death in Service

4% matched pension contribution

Career progression options

Qualifications

• Level 4 qualification essential for the role.
• Experience in delivering pension and investment advice.
• Self-driven with strong organisational skills.

Responsibilities

• Meet clients to understand their financial needs.
• Collaborate with support staff to deliver quality advice.
• Maintain accurate records using Intelliflo Office (IO).
• Develop new business through referrals and networks.

Skills

Strong communication skills

Business development capabilities

IT literate

Highly organised

Entrepreneurial mindset

Education

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

Chartered status (or working towards)

Tools

Intelligent Office (IO)

Job description

A reputable financial services firm in the UK is seeking an experienced Financial Planner to join their team. The role focuses on building long-term client relationships and delivering tailored financial solutions. Candidates must have a Level 4 qualification and experience in providing personalised advice across pensions and investments. This position offers a supportive work environment, flexibility, and opportunities for career growth, while maintaining high standards of ethics and client satisfaction.