Average Financial Consultant salary in the UK

I'm thrilled to be partnering with a boutique independent financial advisory firm that is seeking an experienced Financial Planner based in Dorset. This firm provides a comprehensive range of financial planning services, including wealth management, retirement planning, estate and inheritance planning, tax-efficient strategies and business financial planning. As a well-established firm, their ongoing success has resulted in the creation of a brand-new IFA position. This is a remote position, giving Advisors autonomy and free-reign to manage their desks accordingly. Candidates however do need to be commutable distance from Dorset in order to manage their clients effectively. The ideal candidate will: Hold CAS - or be working towardsLevel 4 diploma qualifiedExperience using Microsoft Word and Excel and databasesDesire to be a successful Financial Planner The successful candidate will need to be local to Dorset and be level 4 diploma qualified. If this role sounds like it could be for you and you would like some more information please send your CV to Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. 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.

Overview An opportunity has arisen for an experienced Financial Planner to join a well-established, independent financial planning and investment management group. With a focus on quality advice and client outcomes, the role is ideal for a professional who values long-term relationship building, high standards of service, and ethical financial advice. You'll be supported by a collaborative, client-focused culture, and equipped with the tools, infrastructure, and team to help you grow professionally while delivering tailored financial solutions. Benefits 25 days holiday (plus 1 day per year of service, up to 30) + Bank HolidaysPrivate Medical Insurance (single cover; extendable at own cost)Income Protection (75% of salary after 3 months)Death in Service (4x salary)4% matched pension contributionCareer progression and flexible working options The Role This is a client-facing position suited for a qualified Financial Planner who is confident in providing personalised advice across pensions, investments, and trust planning. You will manage client relationships with professionalism and care, while also helping to identify new business opportunities, especially through professional introducers such as accountants and solicitors. You will be expected to maintain high standards of conduct, integrity, and compliance, contributing to a culture that prioritises ethics, client outcomes, and professionalism. Key Responsibilities Meet clients to understand their financial needs and develop long-term, trusted relationshipsCollaborate with Paraplanners, support staff, and management to deliver quality adviceDeliver financial planning services in line with FCA rules and compliance standardsResearch financial products and present clear, compliant recommendationsMaintain accurate, up-to-date records using systems such as Intelliflo Office (IO)Keep clients informed about their investments and financial plansDevelop new business through referrals and professional networksMaintain appropriate levels of Continuing Professional Development (CPD) Requirements Level 4 qualification (DipPFS, DipFA, or CISI Level 4) - essentialChartered status (or working towards) preferredExperience delivering investment and pension adviceExperience with Intelligent Office (IO) is an advantageHighly organised, IT literate, and capable of managing workload independentlyStrong communication skills and business development capabilitiesSelf-driven with an entrepreneurial mindset This is an excellent opportunity for a Financial Planner seeking a flexible working environment, rewarding career path, and the autonomy to grow your client base while receiving ongoing support and development. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. 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.

Overview An opportunity has arisen for an experienced Financial Planner to join a well-established, independent financial planning and investment management group. With a focus on quality advice and client outcomes, the role is ideal for a professional who values long-term relationship building, high standards of service, and ethical financial advice. You'll be supported by a collaborative, client-focused culture, and equipped with the tools, infrastructure, and team to help you grow professionally while delivering tailored financial solutions. Benefits 25 days holiday (plus 1 day per year of service, up to 30) + Bank HolidaysPrivate Medical Insurance (single cover; extendable at own cost)Income Protection (75% of salary after 3 months)Death in Service (4x salary)4% matched pension contributionCareer progression and flexible working options The Role This is a client-facing position suited for a qualified Financial Planner who is confident in providing personalised advice across pensions, investments, and trust planning. You will manage client relationships with professionalism and care, while also helping to identify new business opportunities, especially through professional introducers such as accountants and solicitors. You will be expected to maintain high standards of conduct, integrity, and compliance, contributing to a culture that prioritises ethics, client outcomes, and professionalism. Key Responsibilities Meet clients to understand their financial needs and develop long-term, trusted relationshipsCollaborate with Paraplanners, support staff, and management to deliver quality adviceDeliver financial planning services in line with FCA rules and compliance standardsResearch financial products and present clear, compliant recommendationsMaintain accurate, up-to-date records using systems such as Intelliflo Office (IO)Keep clients informed about their investments and financial plansDevelop new business through referrals and professional networksMaintain appropriate levels of Continuing Professional Development (CPD) Requirements Level 4 qualification (DipPFS, DipFA, or CISI Level 4) - essentialChartered status (or working towards) preferredExperience delivering investment and pension adviceExperience with Intelligent Office (IO) is an advantageHighly organised, IT literate, and capable of managing workload independentlyStrong communication skills and business development capabilitiesSelf-driven with an entrepreneurial mindset This is an excellent opportunity for a financial planner seeking a flexible working environment, rewarding career path, and the autonomy to grow your client base while receiving ongoing support and development. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. 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.