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Financial Advisor

1 month ago

Doncaster, Doncaster, United Kingdom Idex Full time

** Yorkshire based clients to inherit due to upcoming retirement
** Support team based in Doncaster
** Diploma qualified. Chartered qualification beneficial but not essential

An opportunity has arisen with a growing business that already has an established name across the UK.
Largely through acquisition, the business has Advisory presence across the UK and is on course to continue expansion through 2024 and beyond.

Due to an upcoming retirement of a long-serving Advisor, the business is now looking for a Financial Advisor to join with the intention of inheriting much of retiree's clients who are spread across the UK.

With a strong Paraplanning and wider office support team based out of offices in Doncaster, you will benefit from a local and experienced support to focus on building relationships and providing advice to your clients.

What's in it for you?

  • 28 days holiday, plus bank holidays plus birthday
  • Flexible hybrid working
  • Income protection for up to 5 years
  • Pirkx online discounts and cashback plus 24-hour access to a GP
  • 4x salary death in service
  • 5% matched pension contributions
  • Access to the internal Academy (to support future career aspirations).
  • Competitive bonus 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.

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