Associate Financial Planner

4 months ago


Birmingham, United Kingdom Idex Full time

A forward-thinking Financial Planning practice has a career opportunity for a self-motivated and client focused Associate Planner with a can-do attitude who is looking to build a successful career within Financial Planning.

This is an excellent progressive career opportunity to join a tech-savvy next-gen lifestyle focused financial planning firm with an office in central Birmingham.

The opportunity

Working closely with a nationally acclaimed Times Top 100 Financial Planner the Associate Planner will support client introductions identifying and addressing client financial needs acting in the client's best interest at all times.
Working with new and existing clients, providing financial advice to review and meet their lifetime financial goals.
As you gain experience in the role you will have the opportunity to learn new skills building on your existing knowledge enabling progression to Chartered Financial Planner.

Applicant requirements

CII Level 4 Diploma or equivalent.
Experience in financial services.
Good understanding of financial & wealth planning.
Evidence of providing a high standard of service to clients.
Excellent interpersonal skills and the ability to build long-standing relationships is key.

Package

Competitive salary.
Bonus plan.
Flexible working.

Your contact for this opportunity is Keith Enright at Idex Consulting.

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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.



  • Birmingham, United Kingdom Idex Full time

    A forward-thinking Financial Planning practice has a career opportunity for a self-motivated and client focused Associate Planner with a can-do attitude who is looking to build a successful career within Financial Planning. This is an excellent progressive career opportunity to join a tech-savvy next-gen lifestyle focused financial planning firm with an...


  • Birmingham, United Kingdom IDEX Consulting Ltd Full time

    About our clientAn expanding boutique financial planning business with an opportunity for an Associate Financial Planner to offer true client centric, high quality financial planning advice with a goals-based lifestyle focus. This trusted advice firm offer independent and holistic planning across financial planning and tax planning to wealthy families and...


  • Birmingham, United Kingdom Idex Full time

    About our clientAn expanding boutique financial planning business with an opportunity for an Associate Financial Planner to offer true client centric, high quality financial planning advice with a goals-based lifestyle focus. This trusted advice firm offer independent and holistic planning across financial planning and tax planning to wealthy families and...


  • Birmingham, United Kingdom Idex Full time

    Take your career to new heights by joining this award-winning top tier integrated Financial Planning and Wealth practice as an Associate Financial Planner. As one of the largest UK's largest Financial Planning and Professional Services firms, my client offers an industry leading client-centric services and proven development framework. This is an excellent...

  • Associate Town Planner

    3 months ago


    Birmingham, United Kingdom Macdonald & Company Full time

    **Location**: **Birmingham** **Salary**: **55,000** **Job Type**: **Permanent** **Reference**: **66524** **Job Summary**: Role: Associate Town Planner Location: Birmingham **Salary**: c. £50,000 to £55,000 plus car & bonus One of the world’s leading property consultancies and top 10 employers of Town Planners in the UK is looking to appoint an...

  • Transport Planner

    3 weeks ago


    Birmingham, United Kingdom RGB Recruitment Ltd Full time €55,000 - €70,000

    Associate Transport Planner Birmingham £Contemporary Design and Planning consultancy are looking to add an Associate Transport Planner to their team in Birmingham – working within a growing team, you’ll be leading some of the industry’s best. As an Associate Transport Planner, your duties will include directing the Transport team, business...

  • Transport Planner

    2 weeks ago


    Birmingham, United Kingdom RGB Recruitment Ltd Full time €55,000 - €70,000

    Associate Transport Planner Birmingham £Contemporary Design and Planning consultancy are looking to add an Associate Transport Planner to their team in Birmingham – working within a growing team, you’ll be leading some of the industry’s best. As an Associate Transport Planner, your duties will include directing the Transport team, business...


  • Birmingham, United Kingdom IDEX Consulting Ltd Full time €90,000 - €120,000

    Idex is working in partnership with an Investment and Financial Advice group seeking a Senior Financial Planner / Director for their West Midlands team. With a long-standing history of success across the UK they are seeking a Senior Financial Planner / Director who can deliver expert advice and become a leading figure in their Midlands team, building on...


  • Birmingham, United Kingdom IDEX Consulting Ltd Full time €90,000 - €120,000

    Idex is working in partnership with an Investment and Financial Advice group seeking a Senior Financial Planner / Director for their West Midlands team. With a long-standing history of success across the UK they are seeking a Senior Financial Planner / Director who can deliver expert advice and become a leading figure in their Midlands team, building on...

  • Financial Planner

    3 months ago


    Birmingham, United Kingdom Idex Full time

    My client is a successful mid-sized accountancy and independent financial planning firm expanding their team in Birmingham following the acquisition of an accountancy firm in the city. As part of their impressive success story they are seeking an established Financial Planner who can work collaboratively alongside accountancy, professional services...


  • Birmingham, Birmingham, United Kingdom mbf. Full time

    Job Title: Director - Chartered Financial Planner Location: Birmingham Salary: £100,000 - £140,000 (Negotiable based on experience) + Discretionary Annual Bonus + Excellent Benefits Job Overview: Mbf. is seeking a seasoned Chartered Financial Planner to join our team as a Director in our Birmingham office. This is an exceptional opportunity for a senior...


  • Birmingham, Birmingham, United Kingdom mbf. Full time

    Job Title: Director - Chartered Financial Planner Location: Birmingham Salary: £100,000 - £140,000 (Negotiable based on experience) + Discretionary Annual Bonus + Excellent Benefits Job Overview: Mbf. is seeking a seasoned Chartered Financial Planner to join our team as a Director in our Birmingham office. This is an exceptional opportunity for a senior...


  • Birmingham, Birmingham, United Kingdom mbf. Full time

    Job Title: Director - Chartered Financial Planner Location: Birmingham Salary: £100,000 - £140,000 (Negotiable based on experience) + Discretionary Annual Bonus + Excellent Benefits An exciting opportunity has arisen for a seasoned Chartered Financial Planner to join the mbf. team as a Director-level professional. This vacancy has become available...


  • Birmingham, Birmingham, United Kingdom mbf. Full time

    Job Title: Director - Chartered Financial Planner Location: Birmingham Salary: £100,000 - £140,000 (Negotiable based on experience) + Discretionary Annual Bonus + Excellent Benefits An exciting opportunity has arisen for a seasoned Chartered Financial Planner to join the mbf. team as a Director-level professional. This vacancy has become available...

  • Associate Planner

    2 weeks ago


    Birmingham, Birmingham, United Kingdom Carter Jonas LLP Full time

    About the RoleCarter Jonas LLP is seeking an experienced Senior Planner or Associate Planner to join our growing team in the Midlands. As a key member of our Planning team, you will work on a diverse range of planning projects across the region, including residential, logistics, mixed-use, retail, and commercial developments.Key ResponsibilitiesProvide...


  • Birmingham, United Kingdom Idex Full time

    Are you level 4 diploma qualified? Looking for that opportunity to kick start your career as a successful Financial Planner? We are pleased to be working with a specialist financial planning firm with offices across the UK! Due to recent expansion they are now looking to hire x3 Trainee Financial Planners on a remote basis. You will receive full support...


  • Birmingham, Birmingham, United Kingdom Flux Consulting Full time

    Associate Transport Planner - Development PlanningRole OverviewFlux Consulting is seeking a highly skilled Associate Transport Planner to join our Development Planning team in Birmingham. As a key member of our team, you will play a crucial role in ensuring the sustainability of transportation, traffic, and travel.Key ResponsibilitiesConduct transportation...


  • Birmingham, United Kingdom IDEX Consulting Ltd Full time

    Idex is working in partnership with an Investment and Financial Advice group seeking a Senior Financial Planner / Director for their West Midlands team. With a long-standing history of success across the UK they are seeking a Senior Financial Planner / Director who can deliver expert advice and become a leading figure in their Midlands team, building on...

  • Financial Planner

    3 months ago


    Birmingham, United Kingdom Idex Full time

    An exciting opportunity is available for a Financial Planner to join a growing advice team for a highly reputable wealth advisory firm. You will be joining a team, looking to build an innovative and disruptive guidance and advice proposition aimed at improving financial well-being through the workplace. Their mission is to improve financial security for...


  • Birmingham, United Kingdom IDEX Consulting Ltd Full time

    Idex is working in partnership with an Investment and Financial Advice group seeking a Senior Financial Planner / Director for their West Midlands team. With a long-standing history of success across the UK they are seeking a Senior Financial Planner / Director who can deliver expert advice and become a leading figure in their Midlands team, building on...