Trainee Financial Planner

Are you a Mortgage and Protection Adviser who has recently qualified with your Level 4 Diploma in Financial Planning?

Or maybe you hold your CeMap qualifications and Level 4 in Financial Planning but havent had the opportunity to move into a client facing role?

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 into their trainee financial planning team 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 mentorship on how to build, present and grow your AUM.

Successful individuals will need to hold the level 4 diploma and be keen to develop your own client bank via warm internal referrals.

For more information on this remote 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.