Assistant Financial Planner

Are you a driven and ambitious financial planning professional looking to take the next step towards becoming a fully-fledged Financial Planner? We have an exciting opportunity for an Associate Financial Planner to join a dynamic and growing firm in Birmingham.

This role is perfect for a Level 4 Diploma-qualified individual with at least one year of experience in a financial planning role. You will work closely with senior Financial Planners, receiving hands-on mentorship, access to an existing client base, and a structured career development path to help you progress into full advisory status.

• Working alongside experienced Financial Planners, supporting client relationships and developing your own portfolio.
• Engaging with clients to gather information, understand their needs, and provide proactive support.
• Keeping up to date with industry trends, regulations, and market insights to enhance your advisory skills.
• Working collaboratively with Paraplanners and Administrators to ensure seamless client service.

• Level 4 Diploma in Financial Planning (DipPFS) or equivalent - Essential.
• Experience in a financial planning role.
• Strong technical knowledge of investments, pensions, tax planning, and protection.
• Excellent communication skills with a client-first approach.
• A proactive and ambitious individual eager to progress to full Financial Planner status.
• Experience using financial planning software and CRM systems.

• Salary up to £60,000 (depending on experience) plus performance-based bonus.
• Structured career path with a clear route to becoming a fully qualified Financial Planner.
• Hybrid working options to support a great work-life balance.
• Generous holiday allowance, plus the option to buy or sell additional days.
• Pension contributions, life assurance, and private medical benefits.
• Ongoing training, development, and mentorship to help you reach your full potential.

This is an excellent opportunity for a talented financial planning professional to take a step closer to full advisory status in a supportive and forward-thinking environment.
Apply today to find out more!

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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.