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Finance assistant
Birmingham (West Midlands)
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Assistant financial planner

Birmingham (West Midlands)
Idex Consulting
Finance assistant
€60,000 - €80,000 a year
Posted: 15 May
Offer description

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.


What You'll Be Doing:

* 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.


What We're Looking For:

* 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.


What's in It for You?

* 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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