Trainee Financial Advisor in Exeter

Summary

Trainee Financial Advisor

Idex Posted on 2022-11-18

Salary	£30,000 – £50,000 a year
Location	Exeter +1 location
Type	Permanent

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Job Description

Are you looking for an opportunity for your first step as a Financial Advisor? Would you benefit from an experienced, hugely successful practice owner guiding and developing you where you will be allocated clients from the get go?

My client is seeking an additional Financial Advisor to join the business. Currently my client manages 410 relationships with approximately £75m FUM.

The business grows organically through referrals and local press advertisement. The role comes with back office support with an established and experienced team of a Paraplanner and admin support.

This is a great opportunity for a Trainee Financial Advisor to develop their advisory skills and experience and work with a great team in the West Country.

For more information please do not hesitate to get in touch.

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Company description:

En IDEX ayudamos a las personas que quieren tener patrimonio inmobiliario con departamentos en las mejores ubicaciones para que logren la calidad de vida que anhelan.