https://jobs.co.uk/job/new-business-financial-advisor-idex-consulting-ltd--2c1c6419-f788-4146-a847-0292f3446232 RSS feed for New Business Financial Advisor at IDEX Consulting Ltd. en-gb Fri, 26 Jun 2026 21:23:33 GMT https://jobs.co.uk/job/new-business-financial-advisor-idex-consulting-ltd--2c1c6419-f788-4146-a847-0292f3446232 https://jobs.co.uk/job/new-business-financial-advisor-idex-consulting-ltd--2c1c6419-f788-4146-a847-0292f3446232 Fri, 26 Jun 2026 11:52:05 GMT Location: Coventry | Salary: 65000.00-65000.00 Annual | Type: Permanent | We are looking for a driven and personable Financial Adviser to join a small, friendly and collaborative advisory business based near Coventry. This role focuses on developing new business and building long-term client relationships. It''s a great opportunity for someone who enjoys the commercial side of advice - generating opportunities, converting prospects and growing their own client bank - while being supported by an experienced team.You will also be able to leverage existing professional connections and leads within the firm, giving you a strong platform to build your client base. Role ResponsibilitiesProactively generate new business through networking, introducers and referralsConvert enquiries and leads into ongoing client relationshipsDeliver high-quality, holistic financial advice (pensions, investments, protection)Build and maintain your own client bank over timeWork closely with internal teams including paraplanning and administrationMaintain compliant and accurate client recordsContribute to the overall growth of the businessWhat We''re Looking ForDiploma qualified (DipPFS or equivalent)Experience in a client-facing advisory roleStrong relationship-building skillsComm... Permanent