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Trainee Financial Adviser

Job description

Are you a qualified or trainee Financial Adviser / Planner and still in the early stages of your career?
Or maybe, you are a Parpalanner, have completed your exams and wish to become a Financial Planner?
Would you be open to discussing an opportunity where you will be part of professional advice and wealth planning practice with strong links to a professional services / accountancy practice with a family feel to the business?

Upon joining the business, you will work closely with the Managing Director who will offer full training and development at a manageable pace. You will have on site parking with access to modern attractive offices along with having flexibility of working from home.
The financial planning team is very much embedded into the business, collaborating with the wider group who refer quality leads from existing clients.

The firm will provide you with lots of support required to develop your knowledge and experience to become an established adviser. They will provide full back office and paraplanning support and client referrals.

In return, they will be looking for a Financial Planner who takes a pro active approach and passionate to be part of the local business community.

A salary, benefits and bonus is attached to this opportunity. Future earnings will increase as experience and client exposure progresses.

If this sounds like something you would like to discuss please apply. if you don't have an up to date CV, feel free to contact Keith Enright on 07818 236224.

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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.