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Trainee IFA

Job description

Do you have your Diploma in Financial services (level 4) and want to become an independent financial adviser?

I have a position available for an enthusiastic qualified individual who will be mentored to get your CAS status with a large independent practice in the heart of Glasgow.

As well as your full training, you will be given the clients to look after.

You may have sat your diploma but you might not have practical experience OR if you are an administrator or paraplanner (still with full diploma) this is the perfect opportunity for you to become an adviser quickly.

A really exciting opportunity for people wanting to break into advice with a brilliant firm with some of the best IFA's in Scotland to learn from.

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 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 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.