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Financial Planning Trainee

2 months ago

Bristol, Bristol, United Kingdom IDEX Consulting Ltd Full time
Financial Planning Trainee Opportunity

We are seeking a motivated and ambitious individual to join our team as a Financial Planning Trainee. As a Trainee Financial Advisor, you will work closely with our senior team members to gain a comprehensive understanding of the financial planning process and develop your skills in client-facing roles.

Key Responsibilities:

  • Assist senior team members in client meetings and presentations
  • Develop and maintain client relationships through effective communication and relationship-building skills
  • Contribute to the development of financial plans and recommendations for clients
  • Participate in ongoing training and professional development to enhance your knowledge and skills

About IDEX Consulting Ltd

IDEX Consulting Ltd is a growing financial planning firm dedicated to providing exceptional service to our clients. We are committed to creating a positive and inclusive work environment that fosters growth and development for our team members.

What We Offer

  • A comprehensive training program to develop your skills and knowledge in financial planning
  • A supportive and collaborative team environment
  • Opportunities for professional development and career advancement
  • A competitive salary and benefits package

Requirements

  • Started or currently studying financial planning qualifications
  • Previous experience in the financial services sector
  • Excellent communication and interpersonal skills
  • A strong work ethic and ability to work in a fast-paced environment

How to Apply

If you are a motivated and ambitious individual looking to start your career in financial planning, please submit your application, including your resume and a cover letter, to [insert contact information]. We look forward to hearing from you