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Trainee Financial Adviser – Remote/Hybrid with Chartered Path
Remote / Online - Candidates ideally in
Sunderland, Tyne and Wear, CA13, England, UK
Listed on 2026-08-02
Sunderland, Tyne and Wear, CA13, England, UK
Listing for:
IDEX Consulting
Full Time, Apprenticeship/Internship, Remote/Work from Home
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
IDEX Consulting in Sunderland invites applications for a Trainee Financial Adviser role within a well-known wealth management practice. You will join a busy team focused on client needs, receive thorough induction and robust training, and progress to offering retirement planning, savings and investments, and protection planning across the UK via remote advisory channels.
The programme provides back-office support, calculates a strong pipeline of leads, and offers 3 days in the office with 2 days
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