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Trainee Adviser

  • Salary: £32000 - £38000 per annum
  • Location: Sheffield, South Yorkshire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    11 Sep 2019
  • Job reference: 33111

Would you love to get in the office and have a hug with the office dog?

Want to have the flexibility and work-life balance whilst still building your career within financial planning?

Are you a Paraplanner with the dream of being able to advise yourself?

Answer yes to the above?

Then you'd be writing suitability letters and meeting with the high net worth individuals whilst building those long-lasting relationships, oh yes with an office pooch to keep you happy.

What else?

You would be being mentored by one of the most well respected, knowledgeable, caring leaders in the industry who will share their knowledge, share their experiences and mentor you to be the best of the best.


To be successful you need to hold your Diploma in Financial Planning and have worked as a Paraplanner previously, you need to be kind, you need to be driven, you need to be an excellent communicator and be able to build rapport with all levels.

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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