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Financial Planner

Job description

A national Wealth Management business is looking to recruit a Financial Planner in to their Newcastle base.

Due to upcoming retirements within the team, the business requires somebody to join and take ownership of an existing book of highly affluent and high net worth clients.
Additionally, there will be an expectation to focus on growth by utilising your external professional network and generate new clients.

Ideally you will be Chartered qualified or studying towards.

This is a fantastic opportunity to join a brand that has demonstrated stability and growth in recent years, who offer very competitive benefits along with a strong remuneration package.

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.