Junior Financial Adviser – Training & Client Base

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

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.