Financial Advisor
5 days ago
IDEX Consulting is partnering with one of the most reputable and established firms in Newcastle to assist in recruiting a Financial Advisor for their growing team. Due to a continued influx of clients, this is a newly created opportunity to join an existing team of Financial Advisors known for longevity and career progression within the business. Company culture: They emphasize charitable work and employee well-being, fostering a positive and supportive environment. Key Benefits: Encouragement of professional development and progression Ongoing flow of new client leads and referrals The ideal candidate will be at least Level 4 qualified with advisory experience, and may have a background in paraplanning, trainee advisory roles, or have transitioned from mortgage advice. The company promotes a collaborative approach, encouraging relationship-building with internal stakeholders and proactively developing external relationships to attract new business. For more opportunities, visit the IDEX Consulting Ltd website. Please note that the information provided may be retained for up to 10 years for future vacancy considerations. For details on how we handle your data, please review our Privacy Policy. Our Diversity, Equity, and Inclusion Mission At IDEX, we aim to foster an inclusion-first culture where everyone is treated fairly and can be authentic at work. We recognize that achieving diverse representation at all levels requires ongoing, measurable efforts. We are dedicated to promoting conscious inclusion and creating equitable opportunities across our organization. #J-18808-Ljbffr
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Financial Advisor
7 days ago
Newcastle upon Tyne, United Kingdom Quilter Financial Planning Full timeIf you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...
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Financial Advisor
24 hours ago
Newcastle upon Tyne, United Kingdom Quilter Financial Planning Full timeIf you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...
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Financial Advisor
1 week ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Quilter Financial Planning Full time £40,000 - £60,000 per yearIf you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for youThis is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...
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Financial Advisor
14 hours ago
Newcastle upon Tyne, United Kingdom Quilter Financial Planning Full timeIf you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...
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Financial Advisor: Leads
2 weeks ago
Newcastle upon Tyne, United Kingdom Quilter Financial Planning Full timeA leading financial services business in Newcastle upon Tyne is seeking an experienced Financial Advisor. This role offers support through lead generation and administrative assistance, allowing you to focus on client service and business growth. Ideal for those from banking or independent backgrounds, this position promises great opportunities for income...
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Financial Advisor
5 days ago
Newcastle upon Tyne, United Kingdom IDEX Consulting Full timeJob 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...
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Financial Advisor
1 week ago
Newcastle upon Tyne, United Kingdom Financial Divisions Full timeIndependent Financial Adviser – Nationwide – Salary up to £75k + Bonus - RemoteIf you’ve built a career under a restricted model and you’re now craving proper independence, this is your next step.You’ll join a respected, planning-led firm that values client outcomes over product sales. The structure gives you freedom without chaos — strong...
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Independent Financial Advisor
1 week ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Prosperis Ltd Full time £40,000 - £80,000 per yearCompany DescriptionWe are Yorkshire's and North East based leading Independent Financial Advisers & Employee Benefit Consultants. We offer effective and bespoke advice and are committed to forming valued and robust relationships with our clients, with the intention of delivering outcomes that exceed their financial objectives.Role DescriptionThis is a...
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Financial Advisor
12 hours ago
Sunderland, Tyne and Wear, United Kingdom Quilter Financial Planning Full timeIf you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...
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Business Development Executive
3 weeks ago
Newcastle upon Tyne, United Kingdom Trusted Advisor UK Full timeTrusted Advisor is a young, rapidly growing startup that connects individuals with qualified financial advisers. We operate remotely, with a dynamic team that meets frequently in London to collaborate and build strong client relationships.Role Overview:As a Business Development Executive, you will play a key role in driving the growth of Trusted Advisor by...