Financial Planner - IDEX Consulting Ltd : Job Details

A national Wealth Management business is looking to recruit a Financial Planner into their Newcastle base. Due to a recent upsurge in new clients, the existing team of Financial Planners are at capacity, and so this is a newly created opportunity to join the business. Currently, c. 75 households are available to inherit with the average client at £1m. The successful candidate will ideally be Chartered qualified or studying towards. 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.

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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.