Trainee Financial Adviser

1 month ago


Solihull, Solihull, United Kingdom Idex Full time
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

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.
  • Mortgage Adviser

    1 week ago


    Solihull, Solihull, United Kingdom Recruit UK Full time

    Job Title: Mortgage Adviser (employed)Industry: MortgagesLocation:SolihullSalary:£24,000 plus 20% of billingsJob Reference:7562Are you looking for an employed mortgage advice role with leads?Recruit UK is working on an excellent opportunity for a mortgage adviser to join a well-established mortgage advice firm based in Solihull.This firm is looking to take...


  • Solihull, Solihull, United Kingdom Pertemps Full time

    Job Title: Financial Services Client AdministratorJob Type: Permanent, Full TimeSalary: £25-30,000Location: Solihull (need to be able to drive) Job Description for Financial Services Client Administrator: Do you have experience within financial services? Do you have IFA knowledge? We are currently recruiting for an experience financial services...


  • Solihull, Solihull, United Kingdom Pertemps Full time

    Job Title: Financial Services Client AdministratorJob Type: Permanent, Full TimeSalary: £25-30,000Location: Solihull (need to be able to drive) Job Description for Financial Services Client Administrator: Do you have experience within financial services? Do you have IFA knowledge? We are currently recruiting for an experience financial services...


  • Solihull, Solihull, United Kingdom Idex Full time

    Financial Planner - Solihull and Warwickshire clientsIdex Consulting have partnered with an expanding chartered financial advice business following a recent acquisition of a Midlands based advice firm.They now wish to hire a Financial Planner and can offer a selection of quality clients.This opportunity will suit a holistic focused Financial Adviser/ Planner...


  • Solihull, Solihull, United Kingdom Pets at Home Group Plc Full time

    Description Stylist or Assistant Stylist – Solihull Salary: Stylist (Dog Groomer) £11.84 per hour /Assistant Stylist (Trainee Dog Groomer) £11.44 per hour Who are we? We're Pets at Home – if you're someone who loves pets, you might know already know about our Pet Care Centres, which includes Pets Grooming salons, and Vets for Pets practices...

  • Receptionist

    1 week ago


    Solihull, Solihull, United Kingdom Liberty Leisure Centres Ltd Full time

    With the expansion of Liberty Leisure Centres we are looking for colleagues to join our team in Shirley to ensure that our members and guests receive only the very best service at all times.Working fixed shifts across the week between the hours of 6am - 10pm, includes working one in two weekends.Role and ResponsibilitiesTo maintain a high standard of work...


  • Solihull, Solihull, United Kingdom ACS Recruitment Solutions Full time

    Private Client Solicitor A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible. SolihullFull Time Competitive Salary Probate Dealing with administration of estates from start to finish.Preparation and application for Grant of Probate and Letters of...


  • Solihull, Solihull, United Kingdom CoreLogic Full time

    At CoreLogic, we are driven by a single mission—to make the property industry faster, smarter, and more people-centric. CoreLogic is the trusted source for property intelligence, with unmatched precision, depth, breadth, and insights across the entire ecosystem. Our talented team of 5,000 employees globally uses our network, scale, connectivity and...


  • Solihull, Solihull, United Kingdom ACS Staffing Solutions Full time

    Private Client SolicitorSolihullFull TimeCompetitive SalaryProbateDealing with administration of estates from start to finish.Preparation and application for Grant of Probate and Letters of Administration.Completion of and dealing with all tax forms, in respect of Inheritance Tax, Income Tax and Capital Gains Tax and advising with regard to the...


  • Solihull, Solihull, United Kingdom Kenton Black Ltd Full time £23,000 - £23,500

    £ £23500 per annum, Benefits: FREE PARKINGPensionFlexible hours23days holsCIPP TrainingHYBRID WORKING Contact Name Description Company Details And Job Overview: Kenton Black Finance are working with a friendly, established professional financial firm in Solihull seeking to appoint an experienced Payroll Administrator to join their busy payroll team....

  • IFA Administrator

    1 week ago


    Solihull, Solihull, United Kingdom Burton Recruitment Limited Full time

    Job Description Our client, a Financial Planning firm with offices across the Midlands, is seeking a dedicated Financial Support Officer to join their team. This role is essential in providing high-quality support to Office Managers and Financial Planners, ensuring efficient, compliant, and professional service delivery to clients. As a Financial Support...

  • IFA Administrator

    1 week ago


    Solihull, Solihull, United Kingdom Burton Recruitment Limited Full time

    Our client, a Financial Planning firm with offices across the Midlands, is looking for a dedicated Financial Support Officer to join their team. This role is crucial in providing top-notch support to Office Managers and Financial Planners, ensuring smooth, compliant, and professional service delivery to clients. Discover the necessary skills, experience, and...


  • Solihull, Solihull, United Kingdom St. James's Place Full time

    St. James's Place (SJP) works inpartnership to plan, grow and protect our clients' financial futures. Wedeliver personalised, face-to-face financial advice to our clients, who trustus to manage their money to reach their goals. We provide this service via thePartnership, a network of qualified, expert advisors. We put financialwellbeing and responsible...


  • Solihull, Solihull, United Kingdom St. James's Place Full time

    St. James's Place (SJP) works inpartnership to plan, grow and protect our clients' financial futures. Wedeliver personalised, face-to-face financial advice to our clients, who trustus to manage their money to reach their goals. We provide this service via thePartnership, a network of qualified, expert advisors. We put financialwellbeing and responsible...


  • Solihull, Solihull, United Kingdom St. James's Place Full time

    St. James's Place (SJP) works in partnership to plan, grow and protect our clients' financial futures. We deliver personalised, face-to-face financial advice to our clients, who trust us to manage their money to reach their goals. We provide this service via the Partnership, a network of qualified, expert advisors. We put financial wellbeing and responsible...


  • Solihull, Solihull, United Kingdom Mastercard Full time

    Our PurposeWe work to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart and accessible. Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, financial institutions, governments and businesses realize their greatest potential. Our...


  • Solihull, Solihull, United Kingdom Ernest Grant Ltd Full time

    Is this you?We are seeking a CeMap or equivalently qualified mortgage administrator to join a fast growing mortgage advice arm of what is already a well-known financial planning firm based in the heart of Knowle, Solihull.Your role as a mortgage administrator is absolutely key to the success and reputation of the business. You will work closely with in house...

  • Early Years

    1 week ago


    Solihull, Solihull, United Kingdom Solihull Metropolitan Borough Council Full time

    Job IntroductionFull time, 37 hours per week.Are you committed to transforming life chances by holding children and young people at the heart of everything you do?Our ambition in Solihull is for all our children and young people to have access to a high-quality inclusive education which empowers them to lead independent and successful lives. We want you to...

  • Early Years

    1 week ago


    Solihull, Solihull, United Kingdom Solihull Metropolitan Borough Council Full time

    12 Month Fixed Term Contract. Internal secondment applications will be considered.Full time, 37 hours per week.Are you committed to transforming life chances by holding children and young people at the heart of everything you do? Our ambition in Solihull is for all our children and young people to have access to a high-quality inclusive education which...

  • Early Years

    3 weeks ago


    Solihull, Solihull, United Kingdom Solihull Metropolitan Borough Council Full time

    12 Month Fixed Term Contract. Internal secondment applications will be considered.Full time, 37 hours per week.Are you committed to transforming life chances by holding children and young people at the heart of everything you do? Our ambition in Solihull is for all our children and young people to have access to a high-quality inclusive education which...