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.
1. Encouragement of professional progression
2. 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.