Financial Planner

A well-established and growing wealth management firm is looking to appoint an experienced Financial Planner to join its advisory team across the Warwick region.
This is an excellent opportunity for an established Adviser who is looking to join a highly respected, client-focused business with strong infrastructure, ongoing support and an existing client bank available from day one.

• Pensions and retirement planning
• Investments and wealth management
• Protection planning
• Tax-efficient planning
• Estate and intergenerational planning

You will inherit an existing client bank, allowing you to focus on relationship management, client retention and further growth opportunities within the business.
You will work closely alongside experienced paraplanning, administration and leadership teams, giving you the support needed to focus on delivering an excellent client experience.

• Proven experience working as a Financial Planner/Independent Financial Adviser
• Strong relationship management and client-facing skills
• Experience managing and developing client portfolios
• Level 4 diploma qualified as a minimum
• Chartered status highly desirable
• A professional and consultative approach to financial planning
• Experience working within an independent wealth management or financial planning environment

The Package

• Salary circa £75,000
• Bonus structure
• Existing client bank provided
• Full paraplanning and administrative support
• Hybrid working flexibility
• Long-term progression opportunities within a growing wealth management business

For further information or a confidential discussion, please contact Ellie Sedgwick at IDEX Consulting on View phone number on idexconsulting.com or View email address on idexconsulting.com.

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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.