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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 partnering with a dynamic financial planning firm to find a talented individual to join their team as a Trainee Financial Adviser. This role offers a unique chance to work closely with senior staff, gain a deep understanding of the financial planning process, and contribute to helping clients achieve their financial goals.

The ideal candidate will have started their financial planning qualifications, have experience working in the financial services sector, and be looking to join a business with a view to becoming a successful financial planner. This role will suit individuals who have worked in Admin, Paraplanning, or Account management positions and have had some experience dealing with clients via various communication channels.

Key Responsibilities:

  • Work closely with senior staff to understand the financial planning process
  • Contribute to helping clients achieve their financial goals
  • Develop skills and knowledge in financial planning

About IDEX Consulting Ltd:

IDEX Consulting Ltd is a growing financial planning firm committed to creating an inclusive company culture where everyone is treated fairly and can bring their authentic selves to work. We recognize the importance of diversity and are dedicated to driving conscious inclusion across our business.

What We Offer:

  • A dynamic and supportive work environment
  • Opportunities for professional growth and development
  • A chance to work with a talented team

How to Apply:

For more information and to apply, please visit our website.