Trainee Financial Adviser β€” Hands-on Training & Clients in Wilmslow

Trainee Financial Adviser β€” Hands-on Training & Clients in Wilmslow

Wilmslow Trainee 44100 - 53900 Β£ / year (est.) No working from home possible
IDEX Consulting

At a Glance

  • Tasks: Receive hands-on training and manage clients as a Financial Adviser.
  • Company: IDEX Consulting, a reputable firm in Wilmslow.
  • Benefits: Gain practical experience while working with a national firm.
  • Other info: Perfect for those looking to transition into advisory roles quickly.
  • Why this job: Kickstart your career in finance with real client interactions and expert training.
  • Qualifications: Must hold a Diploma in Financial Services (Level 4).

The predicted salary is between 44100 - 53900 Β£ per year.

IDEX Consulting in Wilmslow is recruiting two motivated individuals who hold a Diploma in Financial Services (Level 4) to train as Financial Advisers with a well-known national firm.

You will receive full training and be assigned clients to manage.

Applicants may already have the diploma but lack practical experience, or be Administrators/Paraplanners with the diploma who want to move into advisory roles quickly.

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Trainee Financial Adviser β€” Hands-on Training & Clients 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.

IDEX Consulting

Contact Details:

IDEX Consulting Recruitment Team

We think you need these skills to ace Trainee Financial Adviser β€” Hands-on Training & Clients in Wilmslow

Diploma in Financial Services (Level 4)
Client Management
Financial Advisory Skills
Communication Skills
Motivation
Adaptability
Teamwork