Financial Service Planner

1 month ago


Newcastle upon Tyne, United Kingdom IDEX Consulting Full time

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.
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. 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 are committed to driving conscious inclusion across our business and creating equitable pathways.
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