Financial Advisor

IDEX Consulting; Norwich; On-site; GBP 25,000 - 38,000; Full time

Benefits offered by this job

Two-week induction provided

Hotel included

Job summary

IDEX Consulting is hiring recently qualified advisers to join a rapidly growing financial services team in Norwich. You’ll receive full training through an in-house academy and work with a ready-made client base to build long-term relationships and provide financial guidance.

The role offers a supportive, inclusive culture with modern offices, ongoing development, and a clear career path, making it ideal for those transitioning from support roles or early-career advisers seeking progression.

Qualifications

• Diploma-qualified (Level 4 minimum) and ideally with experience in financial services.
• Coachable, curious, and motivated to grow in a structured career path.
• Strong interpersonal skills with the ability to explain complex financial matters clearly.
• Analytical and organised, with attention to detail and a client-first approach.

Responsibilities

• Conduct client fact-finding meetings and financial reviews to understand objectives, risk appetite, and circumstances.
• Build tailored financial plans covering investments, pensions, protection, and estate planning.
• Provide advice on regulated investment products, including ISAs, SIPPs, bonds, OEICs, ETFs, and discretionary fund management.
• Support retirement and pension planning, including draw-down strategies and tax-efficient solutions.
• Recommend protection solutions such as life assurance, income protection, and critical illness cover.
• Maintain long-term client relationships through ongoing reviews and proactive advice, ensuring compliance with FCA regulations and Consumer Duty requirements.

Skills

Interpersonal skills

Analytical

Client-focused

Communication

Education

Diploma Level 4 (minimum) in Financial Services

Job description

We are working with a rapidly growing financial services firm seeking ambitious, recently qualified advisers to join their expanding team. This is a fantastic opportunity for individuals from a support or administrative background who are diploma-qualified and eager to transition into a client-facing Financial Adviser role, or for early-career advisers looking to take the next step.

Why this role?

• Full training and ongoing development through an in-house academy, ensuring you are fully supported in building your career.
• Work with a ready-made client base - no need to start from scratch - and develop long-term relationships providing financial guidance.
• Collaborative, inclusive culture with modern offices, annual company events, and a strong focus on professional development and employee well-being.

What you'll do:

• Conduct client fact-finding meetings and financial reviews to understand objectives, risk appetite, and circumstances.
• Build tailored financial plans covering investments, pensions, protection, and estate planning.
• Provide advice on regulated investment products, including ISAs, SIPPs, bonds, OEICs, ETFs, and discretionary fund management.
• Support retirement and pension planning, including draw-down strategies and tax-efficient solutions.
• Recommend protection solutions such as life assurance, income protection, and critical illness cover.
• Maintain long-term client relationships through ongoing reviews and proactive advice, ensuring compliance with FCA regulations and Consumer Duty requirements.

Who we're looking for:

• Diploma-qualified (Level 4 minimum) and ideally with experience in financial services.
• Coachable, curious, and motivated to grow in a structured career path.
• Strong interpersonal skills with the ability to explain complex financial matters clearly.
• Analytical and organised, with attention to detail and a client-first approach.

Location:

Norwich - two-week induction provided, hotel included.
This is an exciting opportunity to join a fast-growing firm in Norwich, gain structured training, work with a wide client base, and accelerate your career.

Contact:

Ellie Sedgwick
[e-mail]
07441 341 817

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.