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Trainee Financial Planner

  • Salary: £40000 - £50000 per annum + Bonus and Benefits
  • Location: South Yorkshire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    10 Sep 2019
  • Job reference: 32765

My client is currently looking for a Trainee Advisor to join their team in Yorkshire. This role would suit a Paraplanner who is looking to take the next step in their career.

The role...

  • 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
  • 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.

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