Financial Advisor

3 days ago


Plymouth, United Kingdom IDEX Consulting Full time

Job description OverviewAn opportunity has arisen for an experienced Financial Planner to join a well-established, independent financial planning and investment management group. With a focus on quality advice and client outcomes, the role is ideal for a professional who values long-term relationship building, high standards of service, and ethical financial advice. You'll be supported by a collaborative, client-focused culture, and equipped with the tools, infrastructure, and team to help you grow professionally while delivering tailored financial solutions.Benefits25 days holiday (plus 1 day per year of service, up to 30) + Bank HolidaysPrivate Medical Insurance (single cover; extendable at own cost)Income Protection (75% of salary after 3 months)Death in Service (4x salary)4% matched pension contributionCareer progression and flexible working optionsThe RoleThis is a client-facing position suited for a qualified Financial Planner who is confident in providing personalised advice across pensions, investments, and trust planning. You will manage client relationships with professionalism and care, while also helping to identify new business opportunities, especially through professional introducers such as accountants and solicitors. You will be expected to maintain high standards of conduct, integrity, and compliance, contributing to a culture that prioritises ethics, client outcomes, and professionalism.Key ResponsibilitiesMeet clients to understand their financial needs and develop long-term, trusted relationshipsCollaborate with Paraplanners, support staff, and management to deliver quality adviceDeliver financial planning services in line with FCA rules and compliance standardsResearch financial products and present clear, compliant recommendationsMaintain accurate, up-to-date records using systems such as Intelliflo Office (IO)Keep clients informed about their investments and financial plansDevelop new business through referrals and professional networksMaintain appropriate levels of Continuing Professional Development (CPD)RequirementsLevel 4 qualification (DipPFS, DipFA, or CISI Level 4) - essentialChartered status (or working towards) preferredExperience delivering investment and pension adviceExperience with Intelligent Office (IO) is an advantageHighly organised, IT literate, and capable of managing workload independentlyStrong communication skills and business development capabilitiesSelf-driven with an entrepreneurial mindsetThis is an excellent opportunity for a Financial Planner seeking a flexible working environment, rewarding career path, and the autonomy to grow your client base while receiving ongoing support and development.



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