https://jobs.co.uk/job/chartered-financial-planner-idex-consulting-ltd--0a6d93d7-b922-45e6-92bc-7528c2afa1c3 RSS feed for Chartered Financial Planner at IDEX Consulting Ltd. en-gb Wed, 16 Sep 2026 01:20:05 GMT https://jobs.co.uk/job/chartered-financial-planner-idex-consulting-ltd--0a6d93d7-b922-45e6-92bc-7528c2afa1c3 https://jobs.co.uk/job/chartered-financial-planner-idex-consulting-ltd--0a6d93d7-b922-45e6-92bc-7528c2afa1c3 Tue, 15 Sep 2026 11:52:43 GMT Location: London | Salary: 10000-500000 Annual | Type: Permanent | I''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 ... Permanent