Desk Based Adviser

• All clients provided, plus stream of leads
• Competitive basic along with uncapped bonus structure.
• Excellent benefits package
• Structured training programme.
• Study support to attain Chartered status.
• 3 days in the office per week, 2 at home

The role
A brilliant opportunity has arisen for Trainee Financial Adviser's to join a well known and award winning wealth management practice based in their Sunderland based offices.
The ideal candidate will become part of a busy team who really put the clients' needs first and give them the best advice for their financial requirements.
You will work with a highly supportive leadership team who will ensure you are successful in the role by means of a thorough induction programme and integration into the business, along with robust training and ongoing support.
Once trained, you will provide holistic financial advice covering core areas including retirement planning, savings and investments along with protection planning looking after clients based across the UK. Advice will be given remotely via Teams, so you won't be expected to travel.
You will have back office support to help with any paperwork required.
This wonderful opportunity would suit a Diploma qualified Paraplanner or mortgage adviser keen to launch their career within a highly professional practice.
Full training will be provided along with a wide range of clients and steady stream of leads.

To be considered for this role, you must have the full Diploma in Financial Planning.
Experience working in a financial services environment in either a client facing, paraplanning, mortgage or administrative post would be preferred.
Communication skills and a strong ability to build rapport is essential along with a professional manner.
You will be a proactive team player who wants to forge a successful career within a highly regarded financial planning practice.

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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.