Accessibility Links

Trainee Financial Planner

  • Salary: £40000 - £50000 per annum + Benefits
  • Location: London
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    23 May 2019
  • Job reference: 32729

Do you enjoy meeting new people?

Maybe you are a Paraplanner or BDM?

If yes, you more than likely have strong relationship skills. You are good at communicating and have already achieved level 4 or nearly there.

These are exactly the skills you would be using as a Trainee Financial Planner.

What you will be doing:

  • You will be interacting with clients who have £500k+ funds to invest
  • You will help develop relationships with Solicitors to provide you with leads
  • You will be establishing life-long relationships with clients and their families

What else:

  • Full training programme is provided
  • Full study support towards level 4 and beyond
  • Clients will be provided once CAS status is achieved
  • Bonus scheme
  • £5000 car allowance
  • Plenty of other benefits

Feel free to contact me for an informal discussion, if you don't have a CV then do not worry, just give me a call!

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.

Our clients include: