Financial Planner

1 week ago

Newcastle upon Tyne, United Kingdom Idex Full time

IDEX are working in partnership with a Wealth Management firm who are looking for a Financial Planner to join their Newcastle offices.

Working closely with an existing team of Financial Planners that demonstrate longevity with the business, along with a high calibre Investment Management team, you will build and develop relationships with an existing book of clients, ensuring they are provided with ongoing advice and support where required.
You will also increase business with the generation of new clients, through a range of business development initiatives.

An in-depth knowledge of Financial Planning and client advice & in-depth knowledge of complex and higher risk advice areas are also essential.

In return you will be part of one of the leading UK brands, receiving a strong remuneration package along with excellent bonus potential.

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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