Associate Director Financial Planning

About the company

An excellent opportunity has arisen for an experienced Financial Planner to join a highly regarded, established wealth management business with a strong presence across the UK.

Our client is a leading provider of financial planning and investment management services, offering tailored advice to individuals, families and business owners. With an excellent reputation, an established client base and access to a broad range of specialist expertise, this is an attractive opportunity for an ambitious Financial Planner looking to further develop their career within a successful and well-resourced organisation.

Your tasks

The Opportunity Working as an Associate Director within the financial planning team, you will be responsible for managing and developing relationships with existing and new clients, providing comprehensive, holistic financial planning advice. You will benefit from working alongside experienced Investment Managers and other specialist professionals, enabling you to deliver a truly joined-up wealth management service. The role offers considerable flexibility, with occasional attendance at the Bracknell office and client meetings across the Home Counties. Candidates based in Reading, Bracknell or along the M4 corridor would be particularly well positioned.

• Manage and develop long-term relationships with an established portfolio of clients, delivering high-quality, personalised financial planning advice
• Provide holistic advice covering retirement planning, investments, inheritance tax, estate planning and wider wealth management requirements
• Identify opportunities to develop existing client relationships and generate new business through referrals and professional connections
• Conduct regular client reviews, ensuring financial plans remain aligned with clients' changing circumstances and objectives
• Work collaboratively with Investment Managers and other specialist colleagues to deliver comprehensive client solutions
• Build and maintain relationships with professional introducers, including Accountants and Solicitors
• Maintain the highest standards of client service, regulatory compliance and professional conduct

Requirements

We are keen to speak with experienced Financial Planners who can demonstrate:

• A minimum level 4 Diploma in Financial Planning, with a current Statement of Professional Standing
• Proven experience delivering holistic financial planning advice to private clients
• Strong technical knowledge across pensions, investments, retirement and estate planning
• A track record of building and maintaining successful client relationships
• The ability to identify new business opportunities and develop relationships with professional introducers
• Excellent interpersonal skills and a genuine commitment to delivering outstanding client outcomes
• A proactive, professional approach and the ambition to develop within an established wealth management business

Chartered status, or a desire to work towards it, would be welcomed.

What we offer

What's on Offer?

• Competitive salary and comprehensive benefits package
• An established wealth management business with an excellent reputation
• Access to experienced Investment Managers and specialist financial planning expertise
• Opportunity to develop and grow a high-quality client portfolio
• Flexible hybrid working arrangements
• Private medical insurance and life assurance
• Employer pension contributions
• Generous annual leave with the option to purchase additional holidays
• Ongoing professional development and career progression opportunities

How to apply

This is an excellent opportunity for an experienced Financial Planner who values client relationships, professional autonomy and the support of a well-established wealth management organisation. For further information or a confidential discussion, please contact Clare Roberts at IDEX Consulting.

Other

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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.