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Permanent

Trainee Financial Advisor

IDEX Consulting Ltd
Derbyshire
money-bag £30000 Annual
Posted: 17 July 2026 (Today)
Closing date: 16 August 2026
Ref: 3140487889

Our client is a well-established and highly respected independent wealth management firm with a strong reputation for delivering holistic financial planning to private clients. Due to continued growth, they are looking to appoint an experienced Financial Adviser to join their team.This is an excellent opportunity for an Adviser who wants to focus on building client relationships rather than generating business from scratch. From day one, you''ll inherit an established and recurring client bank, predominantly based across the East Midlands, allowing you to hit the ground running while benefiting from ongoing support and opportunities to develop your portfolio. The role is fully remote, offering genuine flexibility alongside a competitive salary package tailored to your experience.The RoleManage and develop an existing portfolio of private clientsDeliver holistic financial planning across pensions, investments, protection and retirement planningConduct regular client reviews and identify opportunities to enhance client outcomesBuild long-term relationships through outstanding service and trusted adviceWork closely with paraplanning and administrative support teams, allowing you to focus on advising clientsEnsure all advice is delivered in line with FCA regulations and internal compliance standardsAbout YouDiploma qualified (level 4) as a minimumPrevious experience as a Financial Adviser with a proven track record of providing holistic financial adviceStrong ..... full job details .....

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