Trainee Wealth Planner

An exciting opportunity has arisen to join a highly respected international wealth management and financial planning firm with a strong reputation for delivering tailored advice to high-net-worth individuals, families and professionals.
This is an ideal opportunity for a level 4 qualified financial planning professional looking to develop their career within a supportive, collaborative and client-focused environment. You'll work alongside experienced Wealth Planners and gain exposure to complex holistic advice across pensions, investments, retirement planning and broader wealth management solutions.

The Opportunity

As a Trainee Wealth Planner, you will support and develop long-term client relationships while working towards becoming a fully established Adviser. The business offers excellent mentoring, technical support and genuine long-term career progression.

You'll be involved in:

• Supporting the delivery of holistic financial planning advice
• Conducting client reviews and fact-finds
• Assisting with pensions, investments and retirement planning recommendations
• Building and maintaining strong client relationships
• Working closely with Paraplanners and client support teams
• Developing new business opportunities and professional introducer relationships
• Ensuring all advice and client interactions meet FCA and compliance standards

About You

The successful candidate will ideally have:

• Level 4 diploma qualified (CII or equivalent)
• Experience within financial planning/wealth management
• Strong communication and relationship-building skills
• A professional, client-centric approach
• Desire to progress towards Chartered status
• Knowledge of financial planning processes and suitability reporting
• Experience with cashflow modelling software would be advantageous

What's on Offer

• Clear career progression into a Wealth Planner role
• Exposure to high-quality clients and complex cases
• Collaborative and supportive team culture
• Ongoing professional development and mentoring
• Hybrid working flexibility
• Competitive package and benefits

This is a fantastic opportunity to join a market-leading wealth management business that combines an entrepreneurial culture with the backing and reputation of a global financial services group.
If you'd like to hear more, please get in touch with Tom Roberts for a confidential discussion - tom.roberts@idexconsulting.com

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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.