About this role
A well-established investment and wealth management business is looking to appoint an experienced Financial Planner to join its team in Manchester. Working closely with the Head of Financial Planning and alongside experienced Investment Managers, you will play a key role in delivering high-quality, tailored financial advice to private clients. This is an excellent opportunity for a technically strong Financial Planner who enjoys working closely with clients and investment professionals, while continuing to develop their knowledge and expertise within an established and growing business.
The Role
You will provide comprehensive financial planning advice, helping clients understand and achieve their longer-term financial objectives. Your responsibilities will include:
Providing advice across areas including retirement planning, tax and investment structuring, inheritance tax and estate planningDeveloping a detailed understanding of each client's financial circumstances, objectives and wider financial positionConstructing and delivering tailored financial planning recommendations and adviceBuilding trusted relationships with clients, intermediaries and internal stakeholdersActing as a source of technical expertise and supporting the wider business with high-quality financial planning knowledgeWorking closely with Investment Managers and the wider investment team to deliver a joined-up client propositionResponding to client and technical queries by telephone, email, correspondence and face-to-face meetingsSupporting ad-hoc client requirements and wider team activity as requiredContributing to a positive team environment, sharing knowledge and supporting the ongoing development of colleaguesIdentifying and escalating any risks that could impact clients or the firm's reputationEnsuring all advice and activity is delivered with integrity and in line with regulatory requirements, including Consumer Duty About You
The successful candidate is likely to have:
Level 4 Diploma in Regulated Financial Planning (or equivalent)Good knowledge of financial services, FCA requirements and a broad range of financial products and servicesExperience working in a financial planning or wealth management environmentStrong technical and analytical skills, with the ability to assess complex financial information and develop appropriate recommendationsExcellent attention to detail and a high level of accuracyStrong communication and relationship management skills, with the ability to build credibility and trust with clients and professional contactsGood working knowledge of Microsoft OfficeThe ability to manage workload effectively, work independently and use initiativeA genuine commitment to delivering excellent client service and maintaining high professional standards The Opportunity
This role would suit a level 4-qualified Financial Planner looking to join an established wealth management environment where financial planning is an important part of the overall client proposition. You will have the opportunity to work alongside experienced investment professionals, develop your technical expertise and build strong, long-term client relationships within a collaborative Leeds-based team. To find out more about the role, please get in touch for a confidential discussion.
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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.