Job description
A New opportunity has been created in the Remote Advice Team at one of the UK's most dynamic Chartered Wealth Management Houses, at their Sunderland offices.
This is a rare opportunity for a Level 4 qualified, motivated individual looking for the perfect entry into Financial Advice
from a Paraplanning or Trainee Advice position.
Hybrid - 3 Days in Office / 2 Days WFH
CAS Status is preferred but not a pre-requisite.
The successful candidate will be supported and funded to Chartered Advice Status, with incentivised salary uplifts.
Role Detail
- The role of Financial Adviser is to provide high-quality, client-focused financial advice through digital channels.
- Advisers are responsible for delivering suitable financial planning solutions predominantly across pensions, investments, and protection.
- Experience within the financial services industry (e.g., as a Paraplanner or from a banking background) is required.
- Excellent communication skills, both written and verbal.
- Customer-focused with a strong work ethic.
- Knowledge of financial planning and the market.
- Effective time management and the ability to work collaboratively and adapt to change in a fast-paced team.
The Package
- Competitive salary and progression to CAS & Chartered Status
- A quarterly bonus structure.
- Additional salary uplifts for each CII Level 6 exam pass.
- A hybrid working model (3 days in the office, 2 from home) once established.
- Company pension scheme and Death in Service benefit.
- 25 days annual leave, plus your birthday as an additional day off.
- Opportunity to purchase additional holidays.
- Enhanced family-friendly policies and a Cycle to Work scheme.
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.
