Financial Planner

Are you looking to join an independent financial planning firm where you'll be supported to develop your career while delivering exceptional advice to clients?

We're working with a growing independent financial planning firm in Coventry that is looking to appoint a Financial Planner. This is an excellent opportunity to join a collaborative, forward-thinking business where you'll work alongside Chartered Financial Planners and experienced advisers, gaining exposure to complex financial planning cases while building long-term client relationships.

With dedicated paraplanning and administrative support, you'll be able to focus on what you do best - delivering high-quality financial advice and helping clients achieve their financial goals.

The Role

As a Financial Planner, you will:

• Deliver holistic financial planning advice across pensions, investments and protection.

• Build and maintain long-term relationships with clients through regular reviews and tailored advice.

• Conduct client meetings, identify clients' objectives and recommend suitable financial solutions.

• Prepare suitability reports, carry out technical research and utilise cashflow modelling where appropriate.

• Work closely with the paraplanning and administration teams to provide an outstanding client experience.

• Ensure all advice is delivered in line with FCA requirements and internal compliance standards.

What's on Offer

• Market-leading salary with a discretionary bonus.

• Hybrid and flexible working.

• The opportunity to work alongside Chartered Financial Planners and highly experienced advisers, developing your technical and advisory expertise.

• Structured mentoring and ongoing professional development.

• Full study support towards Chartered status.

• Dedicated paraplanning and administrative support.

• A collaborative, supportive culture where career progression is encouraged.

• Exposure to high-quality clients and complex financial planning work.

• Modern technology and financial planning tools to support your advice process.

• Competitive pension, generous holiday allowance and a comprehensive benefits package.

About You

This opportunity would suit an existing Financial Planner or a Diploma-qualified Paraplanner or Trainee Adviser looking to take the next step into an advisory role.

You'll be passionate about building lasting client relationships, delivering high-quality financial advice and continuing your professional development within a firm that genuinely invests in its people.

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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.