At a Glance
- Tasks: Provide holistic financial advice and support clients' financial needs remotely.
- Company: Award-winning wealth management practice in Glasgow city centre.
- Benefits: Competitive salary, uncapped bonuses, excellent benefits, and study support for Chartered status.
- Other info: Enjoy a flexible work environment with 3 days in the office and 2 at home.
- Why this job: Join a supportive team and kickstart your career in financial planning with real client impact.
- Qualifications: Must hold a Diploma in Financial Planning; experience in financial services preferred.
The predicted salary is between 54000 - 66000 £ per year.
- 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 Advisers 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.
Visit the IDEX Consulting Ltd website for further opportunities.
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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.
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Desk based adviser (Glasgow/Trainee also) employer: IDEX Consulting
IDEX Consulting is an exceptional employer that fosters a collaborative and innovative work culture, ideal for professionals looking to make a significant impact in the field of international M&A and growth. With a strong emphasis on employee development, we offer numerous opportunities for career advancement and the chance to work alongside industry leaders in the vibrant setting of Greater London. Join us to be part of a forward-thinking team that values your expertise and encourages you to shape the future of corporate law.
StudySmarter Expert Advice🤫
We think this is how you could land Desk based adviser (Glasgow/Trainee also)
✨Tap into University Career Services
If you're a student or recent grad eyeing a trainee role in banking or financial services, your university career services are your secret weapon. They often have connections with firms, and can guide you to exclusive openings that aren't advertised widely, so make sure to get in touch!
✨Get Involved in Finance Societies
Joining finance-related societies or clubs at your university can seriously up your game. They often host networking events, guest speaker sessions, and workshops that can connect you directly with industry professionals and potential employers.
✨Show Your Passion Through Projects
Try working on finance-related projects or internships, even if they're unpaid. It shows your commitment and gives you something to discuss in interviews. Plus, if you've got a blog or a portfolio detailing your findings on market trends, that can really impress recruiters!
✨Use Our Website to Find Opportunities
We at StudySmarter recommend that you regularly check our website for trainee opportunities at leading companies like IDEX Consulting. They often post openings directly there, so don't miss out on the chance to apply and show what you've got!
We think you need these skills to ace Desk based adviser (Glasgow/Trainee also)
Some tips for your application 🫡
Show your numbers!:In banking and financial services, we love a bit of quantification. Be sure to highlight any relevant coursework, grades, or projects that showcase your analytical skills. If you've tackled math-heavy subjects or have experience with financial modelling, let that shine on your CV!
Tailor your application to finance:Don't just copy and paste a generic cover letter; weave in your passion for finance and share any relevant experiences or internships, no matter how small. Writing about your motivations and learning potential in relation to the role will help us see you fit in at IDEX Consulting.
Certifications can set you apart:If you've got any finance-related certifications (think CFA Level 1, ACCA, or even online courses), make sure to include them! They show initiative and a commitment to your career in banking, which we really appreciate.
Proofread with a fine-tooth comb:In finance, attention to detail is crucial! Spam your application with typos or poor formatting, and we may flag you as 'not detail-oriented'. So, let’s double-check everything. A clear structure in your CV and cover letter will also help your application stand out. Remember, apply through our website!
How to prepare for a job interview at IDEX Consulting
✨Brush Up on Your Financial Knowledge
Make sure you’re comfortable with financial concepts and terminology. The interview may dive into areas like risk assessment or investment strategies, so revisiting some core principles and current trends in the banking sector will really help us stand out at IDEX Consulting.
✨Prepare for Case Studies
Expect to encounter case studies or hypothetical financial scenarios where you’ll need to demonstrate your analytical skills. Practising with examples can help us articulate our thought process clearly and show how we approach problem-solving specific to the banking and financial services sector.
✨Highlight Your Learning Agility
As a trainee, they’re looking for potential over experience. We should emphasise our willingness to learn and adapt. Be ready to discuss how we’ve taken on challenges in the past, showcasing our growth mindset and eagerness to dive into the banking world with both feet.
✨Showcase Your Interest in the Industry
Let your passion for banking shine through! Discuss any relevant coursework, internships, or even personal finance projects you’ve explored. This not only demonstrates our knowledge but also our genuine enthusiasm for a career in banking at IDEX Consulting.
