Trainee Advisor - IDEX Consulting Ltd : Job Details

We are working with a growing financial planning firm who are looking to give someone the opportunity to join them as a Trainee Financial Adviser! This role will see you working closely with the senior members of staff, understanding the full financial planning process that the client goes through, working closely with them to help them achieve their financial goals. The client is looking for individuals that have started their financial planning qualifications, have worked within the financial services sector and now looking to join a business with the view to becoming a successful financial planner! This role will suit individuals that have worked within Admin/Paraplanning/Account management style positions and have had some experience of dealing with clients (via telephone/email/letters) If this Trainee Financial Adviser role in Bristol sounds as though it could be of interest please click apply and we will be in touch.

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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.