IDEX Consulting Ltd
Trainee Financial Advisor
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Trainee Financial Adviser
Location: Remote (Client base across the East Midlands)
Salary: Up to £40,000 + Existing Client Bank + generous bonus scheme
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.
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The Role
- Manage and develop an existing portfolio of private clients.
- Deliver holistic financial planning across pensions, investments, protection, and retirement planning.
- Conduct regular client reviews and identify opportunities to enhance client outcomes.
- Build long-term relationships through outstanding service and trusted advice.
- Work closely with paraplanning and administrative support teams, allowing you to focus on advising clients.
- Ensure all advice is delivered in line with FCA regulations and internal compliance standards.
About You
- Diploma qualified (Level 4) as a minimum.
- Previous experience as a Financial Adviser with a proven track record of providing holistic financial advice.
- Strong relationship-building and communication skills.
- Client-focused with a commitment to delivering high-quality advice.
- Comfortable working independently in a remote environment while collaborating with a wider team.
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What's on Offer
- Fully remote working.
- Flexible basic salary dependent on experience.
- Established client bank from day one.
- Full paraplanning and administrative support.
- Long-term career progression with a growing wealth management business.
- Supportive and collaborative culture focused on delivering excellent client outcomes.
If you're an adviser looking to inherit an existing portfolio and join a business that values quality advice and long-term client relationships, we'd be keen to hear from you.
Get in contact with Tom Roberts for more information - tom.roberts@idexconsulting.com | 07441 346278
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