Financial Advisor

IDEX Consulting Ltd; North East; On-site; GBP 65,000 - 90,000; Full time

Benefits offered by this job

Full study support for further exams

Up to 15% employer pension

Job summary

IDEX Consulting Ltd. in the Newcastle area is seeking an experienced Financial Planner to join a prestigious wealth management firm. You will manage high-net-worth clients, provide bespoke financial planning, and work within a market-leading team that rewards long-term relationships.

The role offers the opportunity to leverage an established client book, deliver tailored advice, and pursue continued professional development with strong earning potential.

Qualifications

• Seasoned Financial Planner with a strong track record of managing high-net-worth clients
• Proven success in handling complex financial planning cases
• Enthusiasm for developing external, professional relationships

Responsibilities

• Take over an established client book and hit the ground running
• Build upon a loyal, high-value portfolio for long-term relationships
• Generate new business and deliver first-class financial advice

Skills

HNW client management

Financial planning

New business development

Education

Minimum Diploma in Financial Services Level 4

Job description

IDEX is thrilled to be partnering with a prestigious, nationally recognised wealth management firm as they continue their exciting growth journey. We're on the lookout for an experienced Financial Planner to join their expanding team based in the Newcastle area.
This firm has built an outstanding reputation for delivering a truly bespoke, high-calibre service to high-net-worth clients. With a strong emphasis on long-term client relationships and a culture of excellence, they've achieved impressive growth in recent years - and their ambitions don't stop there.
This is a rare and highly attractive opportunity to step into an established client book, offering the chance to hit the ground running and further build upon a loyal, high-value portfolio.
You'll be joining a market-leading business where your expertise, ambition and relationship-building skills will be rewarded with exceptional earning potential and genuine long-term progression opportunities.

What's in it for you?

• Being part of an established, national brand
• Receive continuous leads via internal channels
• Flexibility and autonomy to manage your own diary
• Strong benefits including up to 15% employer pension contributions, full study support for further exams

What we're looking for:

• A seasoned Financial Planner with a strong track record of managing HNW clients
• Proven success in handling complex financial planning cases
• A results-driven individual with a passion for delivering first-class advice and generating new business
• Minimum level 4 Diploma in Financial Services
• An enthusiasm for developing external, professional relationships

If you're ready to elevate your career and work alongside some of the industry's most respected professionals, we'd love to hear from you.

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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.