https://jobs.co.uk/job/chartered-financial-planner-idex-consulting-ltd--b43f46f4-f34e-40e1-ba37-8b6cf3331382 RSS feed for Chartered Financial Planner at IDEX Consulting Ltd. en-gb Mon, 01 Jun 2026 16:33:24 GMT https://jobs.co.uk/job/chartered-financial-planner-idex-consulting-ltd--b43f46f4-f34e-40e1-ba37-8b6cf3331382 https://jobs.co.uk/job/chartered-financial-planner-idex-consulting-ltd--b43f46f4-f34e-40e1-ba37-8b6cf3331382 Mon, 01 Jun 2026 11:50:54 GMT Location: London | Salary: 80000.00-80000.00 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 clientsManaging and developing ongoing client relationships to facilitate a steady transition of clients across from existing directorsConducting annual reviews and presenting clear, engaging recommendationsGrowing your client bank through referrals, networking, and professional connectionsWorking collaboratively with paraplanning and client support teamsSupporting a positive, client-focused culture across the wider businessAbout YouChartered/level 6 statusExperience in financial planning/adviceStrong track record of client relationship management and business developmentComm... Permanent