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 induction in Norwich with hotel included.
- Why this job: Join a fast-growing firm and accelerate your career in finance.
- Qualifications: Diploma-qualified and motivated to grow in a structured career path.
The predicted salary is between 28800 - 48000 £ 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!
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 Norwich employer: IDEX Consulting
Join a rapidly growing financial services firm in Norwich, where you will benefit from comprehensive training and ongoing development through our in-house academy. Our collaborative and inclusive culture prioritises employee well-being, offering a ready-made client base to help you build long-term relationships while accelerating your career in a supportive environment.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor in Norwich
✨Network Like a Pro
Get out there and connect with people in the financial services industry! Attend events, join online forums, and don’t be shy about reaching out to potential mentors. Building relationships can open doors to opportunities that aren’t even advertised.
✨Show Off Your Skills
When you get the chance to meet with potential employers, make sure to highlight your diploma and any relevant experience. Share specific examples of how your background in support or administration has prepared you for a client-facing role. We want to see your passion and readiness to dive into this new career!
✨Prepare for the Interview
Do your homework on the company and the role. Understand their values and how they align with your own. Prepare questions that show your interest in their training programmes and client base. This will demonstrate your commitment and eagerness to grow with them.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for ambitious individuals like you to join our team, so take that step and submit your application today!
We think you need these skills to ace Financial Advisor in Norwich
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Financial Advisor role. Highlight any relevant qualifications, especially your diploma, and showcase your interpersonal skills and client-first approach.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're excited about transitioning into a client-facing role and how your background in support or administration has prepared you for this opportunity.
Showcase Your Motivation:In your application, let us know why you're eager to grow in a structured career path. Mention any specific areas of financial services that interest you, like retirement planning or investment products, to show your enthusiasm.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It’s the best way to ensure your application gets the attention it deserves, and we can’t wait to see what you bring to the table!
How to prepare for a job interview at IDEX Consulting
✨Know Your Financial Products
Make sure you brush up on the financial products mentioned in the job description, like ISAs, SIPPs, and ETFs. Being able to discuss these confidently will show your knowledge and readiness for the role.
✨Showcase Your Interpersonal Skills
Since this role involves building long-term client relationships, practice how you communicate complex financial concepts clearly. Use examples from your past experiences to demonstrate your ability to connect with clients.
✨Prepare for Fact-Finding Scenarios
Think about how you would conduct a client fact-finding meeting. Prepare some questions that you might ask to understand a client's objectives and risk appetite. This will help you illustrate your analytical skills during the interview.
✨Emphasise Your Coachability
The firm is looking for someone who is eager to learn and grow. Be ready to discuss how you've adapted to feedback in the past and how you plan to take advantage of the training opportunities offered by the company.
