At a Glance
- Tasks: Receive extensive training to become a Financial Adviser and manage your own clients.
- Company: Join a well-known national firm with a focus on inclusion and diversity.
- Benefits: Full training, sponsorship for CAS status, and career advancement opportunities.
- Other info: Perfect for those looking to transition from Administration or Paraplanning.
- Why this job: Kickstart your career in finance with hands-on experience and support.
- Qualifications: Must have a Diploma in Financial Services (level 4) and enthusiasm to learn.
The predicted salary is between 54000 - 66000 £ per year.
Do you have your Diploma in Financial services (level 4) and want to become a Financial Adviser?
I have 2 positions available in Wilmslow for enthusiastic qualified individuals who will be put through an extensive training programme to become a Financial Adviser with a well known national firm.
As well as your full training, you will be given the clients to look after.
You may have sat your diploma but you might not have practical experience OR if you are an Administrator or Paraplanner (still with full diploma) this is the perfect opportunity for you to become an Adviser quickly.
You will be sponsored for CAS status.
A really exciting opportunity for people wanting to break into advice.
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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Trainee Financial Adviser in Wilmslow 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.
