Trainee Financial Planner
🏢 Idex
Role Overview & Responsibilities
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 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 mentorship on how to build, present and grow your AUM.
Successful individuals will need to hold the level 4 diploma!
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.
Frequently Asked Questions
How do I apply for the Trainee Financial Planner position at Idex?
Click the “Apply for this Position” button on this page to submit your details directly to Idex's recruitment pipeline without agency fees or intermediaries.
Is this role eligible for remote work or international relocation?
This position is based in Birmingham, England with potential relocation and visa sponsorship considerations for qualified candidates.
Are there any fees to apply through Jobflixs?
No. Jobflixs is 100% free for all job applicants. We strictly prohibit recruitment fees, candidate registration fees, or placement charges.