Financial Advisor

IDEX Consulting; Newcastle upon Tyne; On-site; GBP 30,000 - 50,000; Full time

Job summary

IDEX Consulting is seeking a Financial Advisor to join a reputable firm in Newcastle. This newly created position offers opportunities for professional development and a supportive work culture emphasizing employee well-being and charitable work. Ideal candidates will have advisory experience and a Level 4 qualification.

Benefits

Encouragement of professional development

Ongoing flow of new client leads

Qualifications

• At least Level 4 qualified.
• Experience in advisory roles or paraplanning.
• Background in mortgage advice is a plus.

Responsibilities

• Develop relationships with internal stakeholders.
• Proactively attract new business.
• Manage a flow of new client leads and referrals.

Skills

Advisory experience

Relationship-building

Education

Level 4 qualification

Job description

IDEX Consulting is partnering with one of the most reputable and established firms in Newcastle to assist in recruiting a Financial Advisor for their growing team.

Due to a continued influx of clients, this is a newly created opportunity to join an existing team of Financial Advisors known for longevity and career progression within the business.

Company culture: They emphasize charitable work and employee well-being, fostering a positive and supportive environment.

Key Benefits:

1. Encouragement of professional development and progression
2. Ongoing flow of new client leads and referrals

The ideal candidate will be at least Level 4 qualified with advisory experience, and may have a background in paraplanning, trainee advisory roles, or have transitioned from mortgage advice.

The company promotes a collaborative approach, encouraging relationship-building with internal stakeholders and proactively developing external relationships to attract new business.

For more opportunities, visit the IDEX Consulting Ltd website. Please note that the information provided may be retained for up to 10 years for future vacancy considerations. For details on how we handle your data, please review our Privacy Policy.

Our Diversity, Equity, and Inclusion Mission

At IDEX, we aim to foster an inclusion-first culture where everyone is treated fairly and can be authentic at work. We recognize that achieving diverse representation at all levels requires ongoing, measurable efforts. We are dedicated to promoting conscious inclusion and creating equitable opportunities across our organization.