Trainee Financial Adviser

Job Title

Trainee Financial Adviser – Edinburgh

IDEX Consulting Ltd

• 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

A brilliant opportunity has arisen for Trainee Financial Adviser to join a well known and award winning wealth management practice based in their Edinburgh 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 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.

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.

Mid‑Senior level

Full‑time

Finance and Sales

Edinburgh, Scotland, United Kingdom

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