Desk based adviser (Glasgow/Trainee also)

IDEX Consulting Ltd; Glasgow; Hybrid; GBP 22,000 - 30,000; Full time

Benefits offered by this job

Uncapped bonus

Structured training programme

Study support for Chartered status

Job summary

IDEX Consulting Ltd in Glasgow is seeking a Trainee Financial Adviser to join a busy wealth management practice. You will train and develop under experienced leadership, with a view to delivering holistic financial advice after completion of the programme.

The role offers a structured training programme, back-office support, and remote advisory via Teams. Hybrid 3 days in the office, 2 days at home, with study support to attain Chartered status and an uncapped bonus on performance.

Qualifications

• Diploma in Financial Planning is required.
• Experience in financial services or paraplanning preferred.
• Strong communication and professional manner.

Responsibilities

• Provide holistic financial advice after training.
• Work with back‑office support to complete paperwork.
• Deliver advice to clients remotely via Teams and nurture client relationships.

Skills

Communication skills

Team player

Education

Diploma in Financial Planning

Job description

Trainee Financial Adviser - Glasgow city centre

• All clients provided, plus stream of leads


• Competitive basic along with uncapped bonus structure.


• Excellent benefits package.


• Structured training programme.


• Study support to attain Chartered status.


• 3 days in the office per week, 2 at home

The role

A brilliant opportunity has arisen for Trainee Financial Adviser's to join a well known and award winning wealth management practice based in their Glasgow city centre office.

The ideal candidate will become part of a busy team who really put the clients' needs first and give them the best advice for their financial requirements.

You will work with a highly supportive leadership team who will ensure you are successful in the role by means of a thorough induction programme and integration into the business, along with robust training and ongoing support.

Once trained, you will provide holistic financial advice covering core areas including retirement planning, savings and investments along with protection planning looking after clients based across the UK. Advice will be given remotely via Teams, so you won't be expected to travel.

You will have back office support to help with any paperwork required.

This wonderful opportunity would suit a Diploma qualified Paraplanner or mortgage adviser keen to launch their career within a highly professional practice.

Full training will be provided along with a wide range of clients and steady stream of leads.

Requirements

To be considered for this role, you must have the full Diploma in Financial Planning.

Experience working in a financial services environment in either a client facing, paraplanning, mortgage or administrative post would be preferred.

Communication skills and a strong ability to build rapport is essential along with a professional manner.

You will be a proactive team player who wants to forge a successful career within a highly regarded financial planning practice.

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.