Trainee Financial Adviser

IDEX Consulting; Coventry; Hybrid; GBP 38,000 - 45,000; Full time

Job summary

A growing financial planning firm in Coventry is looking for a Junior Financial Adviser to join their supportive team. The role includes delivering holistic financial advice, participating in client meetings, and supporting technical research. The firm offers training and mentoring, as well as progression toward Chartered qualifications. This position is ideal for those seeking career growth in a collaborative environment.

Benefits

Salary up to £45,000

Discretionary bonus structure

Comprehensive training and mentoring

Supportive internal culture

Full study support toward Chartered qualifications

Qualifications

• Willingness to step up from a Paraplanner role.
• Ambitious, personable, and passionate about helping clients.

Responsibilities

• Deliver comprehensive financial advice across various areas.
• Participate in client meetings and gradually build confidence.
• Support with technical research and report preparation.

Skills

Holistic financial advice delivery

Client-facing capabilities

Technical research

Cashflow modelling

Job description

Are you ready to take the next step in your financial planning career?

We're partnering with a growing, independent financial planning firm based in Coventry (Meriden), offering a rare and exciting opportunity for a Junior Financial Adviser to join their established and supportive team.
You'll work directly alongside a highly experienced Financial Adviser and Director, gaining first-hand exposure to client meetings, advice delivery and complex financial planning cases, all within a firm that genuinely invests in your long-term career progression.

The Role

• Deliver holistic financial advice across pensions, investments and protection, supported by an experienced Adviser
• Participate in client meetings, gradually building confidence and developing your client-facing capabilities
• Collaborate with Administrators to ensure a smooth and compliant advice process
• Support with technical research, cashflow modelling and report preparation as you transition into a full advisory role
• Benefit from a structured development and mentoring plan, designed to help you progress toward full Adviser status

Why Apply?

• Salary up to £45,000 + discretionary bonus structure
• Hybrid working (2-3 days office-based in Meriden, Coventry)
• Comprehensive training and mentoring from Senior Advisers
• Supportive, forward-thinking IFA environment with strong internal culture
• Genuine progression opportunities into a fully-fledged Financial Adviser position
• Full study support available toward Chartered qualifications

Who's this for?

• A Paraplanner ready to step up into a client-facing advice role, or
• A Junior Financial Adviser seeking a more supportive and development-focused environment

If you're ambitious, personable and passionate about helping clients make confident financial decisions, this is an excellent opportunity to accelerate your journey as a Financial Adviser within a firm that values growth, collaboration and long-term success.

Apply today or get in touch to learn more.

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.