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Trainee Financial Planner

  • Salary: £45000 - £55000 per annum + Bonus
  • Location: Milton Keynes, Buckinghamshire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    19 Mar 2019
  • Job reference: 32020

Do you hold a Diploma in Regulated Financial Advice and looking to take on a Trainee Financial Advising position? Would you be open in joining a prestigious chartered financial planning firm who work with high net worth and ultra high net worth individuals? If so, then this is a fantastic opportunity for you to take on a role that would not only offer full study support for you to become chartered, but the chance to work with the Senior Partners of the business and have great exposure to some of their wealthiest clients based in the Oxfordshire area.
The role will be based in Milton Keynes, working with clients across the East Midlands. Achieving CAS will be a priority and gaining experience on client meetings.

Required responsibilities / skills:
Financial planning qualification(s)
Familiar with Word and Excel
Good written and verbal communication skills
Highly organised and able to exercise initiative
Able to work in a team environment

Progression to become a Financial Planner
Generous salary and bonus structure depending on experience
Educational support

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still 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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