Financial Services Specialist

5 days ago


Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom IDEX Consulting Full time

At IDEX Consulting, we are working with a respected advisory firm in Newcastle to recruit an experienced Financial Advisor.

About the Role

The ideal candidate will be a Level 4 qualified Financial Advisor with experience in paraplanning, trainee advisory roles, or mortgage advice background.

  • Ongoing client relationship management and lead generation opportunities

We offer professional growth and development programs that enable you to enhance your skills and knowledge in financial services.

Key Responsibilities

You will be expected to build strong relationships with internal stakeholders while proactively pursuing external opportunities to win new business.

This is a newly created position within a growing team of Financial Advisors who demonstrate a strong work ethic and commitment to employee well-being.

What We Offer

A competitive salary package, including £40,000 - £60,000 per annum (dependent on experience), as well as opportunities for professional growth and development.



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