Trainee Financial Planner

Are you level 4 diploma qualified?

Looking for that opportunity to kick start your career as a successful Financial Planner?

We are pleased to be working with a specialist financial planning firm with offices across the UK! Due to recent expansion they are now looking to hire x3 Trainee Financial Planners on a remote basis.

You will receive full support and training to obtain CAS, you will be provided with a client bank and leads, but also receive mentorship on how to build, present and grow your AUM.

Successful individuals will need to hold the level 4 diploma!

For more information on this remote Trainee Financial Planner role, please click apply!

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.