Financial Advisor

We are working with a rapidly growing financial services firm seeking ambitious, recently qualified advisers to join their expanding team. This is a fantastic opportunity for individuals from a support or administrative background who are diploma-qualified and eager to transition into a client-facing Financial Adviser role, or for early-career advisers looking to take the next step.

• Full training and ongoing development through an in-house academy, ensuring you are fully supported in building your career.
• Work with a ready-made client base - no need to start from scratch - and develop long-term relationships providing financial guidance.
• Collaborative, inclusive culture with modern offices, annual company events, and a strong focus on professional development and employee well‑being.

• Conduct client fact‑finding meetings and financial reviews to understand objectives, risk appetite, and circumstances.
• Build tailored financial plans covering investments, pensions, protection, and estate planning.
• Provide advice on regulated investment products, including ISAs, SIPPs, bonds, OEICs, ETFs, and discretionary fund management.
• Support retirement and pension planning, including draw‑down strategies and tax‑efficient solutions.
• Recommend protection solutions such as life assurance, income protection, and critical illness cover.
• Maintain long‑term client relationships through ongoing reviews and proactive advice, ensuring compliance with FCA regulations and Consumer Duty requirements.

• Diploma-qualified (Level 4 minimum) and ideally with experience in financial services.
• Coachable, curious, and motivated to grow in a structured career path.
• Strong interpersonal skills with the ability to explain complex financial matters clearly.
• Analytical and organised, with attention to detail and a client-first approach.

Norwich – two‑week induction provided, hotel included. This is an exciting opportunity to join a fast‑growing firm in Norwich, gain structured training, work with a wide client base, and accelerate your career.
Don’t miss out – apply today!

Ellie Sedgwick
elli

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.