Remote Trainee Financial Adviser – Established Client Bank

IDEX Consulting Ltd; Nottingham; Remote; GBP 41,000 - 50,000; Full time

Benefits offered by this job

Fully remote

Flexible salary

Established client bank

Paraplanning support

Career progression

Collaborative culture

Job summary

IDEX Consulting Ltd is seeking an experienced Financial Adviser to join a well-established wealth management firm. You will inherit an existing, recurring client bank across the East Midlands and work remotely with full paraplanning and admin support, enabling you to focus on high-quality client service.

Deliver holistic financial planning across pensions, investments and retirement planning, conduct regular reviews, and build lasting relationships while ensuring FCA compliance.

Qualifications

• Experience as a Trainee/Junior Financial Adviser with holistic advice experience.
• Strong client relationship-building and communication skills.
• Ability to work remotely with initiative and teamwork.

Responsibilities

• 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 outcomes.
• Build long-term relationships through outstanding service and trusted advice.
• Work with paraplanning and admin support to focus on advising clients.
• Ensure advice complies with FCA regulations and internal standards.

Skills

Relationship-building

Communication skills

Client-focused

Holistic financial advice

Job description

IDEX Consulting Ltd is seeking an experienced Financial Adviser to join a well-established wealth management firm. You will inherit an existing, recurring client bank across the East Midlands and work remotely with full paraplanning and admin support, enabling you to focus on high-quality client service.

Deliver holistic financial planning across pensions, investments and retirement planning, conduct regular reviews, and build lasting relationships while ensuring FCA compliance.