Full job descriptionI’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 teams
*Supporting a positive, client-focused culture across the wider business
About You
*Chartered/level 6 status
*Experience in financial planning/advice
*Strong track record of client relationship management and business development
*Commercially minded with a proactive and professional approach
*Excellent communication and interpersonal skills
*Comfortable working in a collaborative, technology-enabled environment
What’s on Offer
*Competitive salary up to circa £100,000 plus bonus structure up to 35% of salary
*Hybrid/flexible working
*Strong support infrastructure
*Career progression opportunities within a growing business including the opportunity to manage/mentor some of the existing advisors.
*Positive and collaborative working culture

Ideal for an ambitious adviser looking to join a forward-thinking firm with a strong long-term vision.






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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.