Trainee Financial Adviser

2 weeks ago

Glasgow, Glasgow City, United Kingdom IDEX Consulting Ltd Full time

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This range is provided by IDEX Consulting Ltd. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from IDEX Consulting Ltd

Divisional Director Financial Services at IDEX Consulting Ltd

Trainee Financial Adviser - Glasgow city centre

  • All clients provided, plus stream of leads
  • Competitive basic along with uncapped bonus structure.
  • Excellent benefits package.
  • Structured training programme.
  • Study support to attain Chartered status.
  • 3 days in the office per week, 2 at home

The role

A brilliant opportunity has arisen for Trainee Financial Adviser's to join a well known and award winning wealth management practice based in their Glasgow city centre office.

The ideal candidate will become part of a busy team who really put the clients' needs first and give them the best advice for their financial requirements.

You will work with a highly supportive leadership team who will ensure you are successful in the role by means of a thorough induction programme and integration into the business, along with robust training and ongoing support.

Once trained, you will provide holistic financial advice covering core areas including retirement planning, savings and investments along with protection planning looking after clients based across the UK. Advice will be given remotely via Teams, so you won't be expected to travel.

You will have back office support to help with any paperwork required.

This wonderful opportunity would suit a Diploma qualified Paraplanner or mortgage adviser keen to launch their career within a highly professional practice.

Full training will be provided along with a wide range of clients and steady stream of leads.

Requirements

To be considered for this role, you must have the full Diploma in Financial Planning.

Experience working in a financial services environment in either a client facing, paraplanning, mortgage or administrative post would be preferred.

Communication skills and a strong ability to build rapport is essential along with a professional manner.

You will be a proactive team player who wants to forge a successful career within a highly regarded financial planning practice.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance and Sales

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