Financial Planning Trainee

4 days ago


Bristol, Bristol, United Kingdom IDEX Consulting Full time
Trainee Financial Adviser Role

We are seeking a motivated and ambitious individual to join our team as a Trainee Financial Adviser. As a Trainee Financial Adviser, you will work closely with our senior members of staff to gain a comprehensive understanding of the financial planning process and develop the skills and knowledge required to become a successful financial planner.

Key Responsibilities:
  • Assist senior members of staff in providing financial planning advice to clients
  • Develop and maintain relationships with clients to understand their financial goals and objectives
  • Conduct research and analysis to identify potential financial planning opportunities
  • Collaborate with colleagues to develop and implement financial planning strategies
Requirements:
  • Started financial planning qualifications
  • Experience working in the financial services sector
  • Strong communication and interpersonal skills
  • Ability to work in a team environment

We are committed to creating an inclusive and equitable work environment where everyone can thrive. If you are passionate about a career in financial planning and are looking for a challenging and rewarding role, please click apply to submit your application.



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