Are you level 4 Diploma qualified?

Looking for that opportunity to kick start your career as a successful Financial Planner?

We are pleased to be working with a specialist financial planning firm with offices across the South of the UK! Due to recent expansion they are now looking to hire x3 Trainee Financial Planners on a remote basis.

You will receive full support and training to obtain CAS, you will be provided with a client bank and leads, but also receive mentor-ship on how to build, present and grow your AUM.

Successful individuals will need to hold the level 4 diploma!

There is a 2 stage interview process, which the second stage will require you to travel to Cheltenham.

For more information on this Trainee Financial Planner role, please click apply!

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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.