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Financial Advisor

Job description

IDEX Consulting are working with one of the most reputable and established firms in Newcastle, assisting their advisory arm to recruit a Financial Advisor into their growing team.

Due to a continued influx of clients, this is a newly created opportunity to add to an existing team of Financial Advisors who demonstrate longevity and progression within the business.

Great culture - strong focus on charitable work, along with an emphasis on employee well-being.

  • Encouragement of professional progression
  • Continuous inflow of new client leads and referrals

The business is looking for Financial Advisors who are minimum level 4 qualified and have advisory experience with a background of paraplanning, trainee advisory roles or perhaps a movement from mortgage advise.

The business has a strong, collaborative approach and you are encouraged to build internal stakeholder relationships whilst having a mindset and pro-active approach to building external relationships and winning new business.

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.