At a Glance
- Tasks: Conduct client meetings, build financial plans, and provide tailored advice.
- Company: Rapidly growing financial services firm with a collaborative culture.
- Benefits: Full training, ongoing development, and a ready-made client base.
- Other info: Exciting opportunity in Norwich with structured training and hotel included.
- Why this job: Join a supportive team and accelerate your career in finance.
- Qualifications: Diploma-qualified and motivated to grow in financial services.
The predicted salary is between 30000 - 40000 £ per year.
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.
Why this role?
- 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.
What you'll do?
- 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.
Who we're looking for?
- 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.
Location 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!
Contact: Ellie Sedgwick
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.
Financial Advisor in Costessey employer: IDEX Consulting Ltd
Join a rapidly growing financial services firm in Norwich that prioritises your professional development and well-being. With a collaborative and inclusive culture, you will benefit from full training through an in-house academy, work with a ready-made client base, and enjoy modern office facilities alongside annual company events. This is an exceptional opportunity for ambitious individuals to build meaningful client relationships while advancing their careers in a supportive environment.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor in Costessey
✨Get Involved with Campus Finance Societies
Join your university's finance or investment society — they're a goldmine for networking, guest lectures, and career fairs. These societies often host employers looking for entry-level talent like you, so get involved and make yourself known!
✨Attend Industry Workshops and Webinars
Look for workshops and webinars focused on banking and financial services. These events not only boost your knowledge but also let you connect with industry professionals who could help you land that entry-level role at places like IDEX Consulting Ltd.
✨Leverage LinkedIn for Informational Interviews
Take advantage of LinkedIn to reach out to professionals working in banking, especially those who've started in entry-level positions. Politely ask for a quick chat about their experience and any advice they might have on breaking into the field.
✨Apply Directly through Company Websites
Don't just rely on job boards. Head directly to IDEX Consulting Ltd's careers page and look for their entry-level openings. They might have opportunities that aren’t advertised widely, so keep checking back for new listings!
We think you need these skills to ace Financial Advisor in Costessey
Some tips for your application 🫡
Splash Your Skills on Your CV:In the banking and financial services realm, it's all about numbers and analysis. Make sure to highlight any relevant coursework, internships, or projects where you've used skills like financial modelling, data analysis, or risk assessment. Show us you can crunch those numbers!
Educational Achievements Matter:For an entry-level role, your grades and academic accomplishments are key. If you have any certifications, like CFA Level 1 or something similar, don’t forget to include them. We love seeing ambition and commitment to the industry, so flaunt those achievements!
Craft a Personal Touch in Your Cover Letter:Your cover letter is your chance to show us your enthusiasm for banking and finance! Share why you're passionate about the industry and how your studies or previous experiences have prepared you for this role. We want to see that spark and motivation!
Use the Right Format and Language:In banking, clarity is king. Use a clean, professional format for your CV and cover letter. Make sure to avoid jargon, but don’t shy away from technical terms where appropriate – just keep it all clear and easy to read. Let’s see your professionalism shine through!
How to prepare for a job interview at IDEX Consulting Ltd
✨Brush Up on Your Financial Knowledge
Since you're diving into the banking and financial services industry, make sure you're up to speed with current market trends and financial concepts. Be prepared to discuss things like interest rates and investment strategies, as you might get some technical questions that gauge your understanding.
✨Show Off Your Analytical Skills
Analytical skills are key in banking, so be ready to showcase how you've used them in your studies or any relevant projects. Prepare to tackle case studies or hypothetical financial scenarios during the interview that require you to analyse data and make informed decisions.
✨Demonstrate Your Team Spirit
As this is an entry-level role, they’ll likely look for how well you can collaborate and fit into their team. Think of examples from group projects or internships where you successfully worked with others. It'll help show that you're keen to learn and grow in a team-oriented environment.
✨Prepare Thoughtful Questions
Approach your interview with curiosity! Prepare insightful questions that reflect your knowledge of the industry, such as asking about the latest technology being implemented in their services. It shows you're genuinely interested in the company's operations and future.
