ApexHire
United Kingdom (UK) 🛡️ UK Work Eligibility 💼 Company - Public
Idex - Trainee Financial Planner
Idex ✓ Verified Employer

Trainee Financial Planner

Verified Base Compensation
£36,000 - £37,000 / year
£3,000 - £3,083 / mo Apply Now →
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Official Specifications

Role Overview & Mandate

Executive Summary

Are you level 4 diploma qualified? Looking for that opportunity to kick start your career as a successful Financial Planner? ...

🛡️
Verified by ApexHire Intelligence Desk Active Audit

Reviewed by Compensation & Visa Analysts
Sources: USCIS E-Verify & Home Office CoS

Are you level 4 diploma qualified?

Looking for that opportunity to kick start your career as a successful Financial Planner?

We are pleased to be working with a specialist financial planning firm with offices across the UK! Due to recent expansion they are now looking to hire x3 Trainee Financial Planners on a remote basis.

You will receive full support and training to obtain CAS, you will be provided with a client bank and leads, but also receive mentorship on how to build, present and grow your AUM.

Successful individuals will need to hold the level 4 diploma!

For more information on this remote Trainee Financial Planner role, please click apply!

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 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.

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.

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Compensation Analytics

Estimated Take-Home Pay

Calculator →

Projected statutory deductions based on standard single-filer baseline tax regulations in the United Kingdom corridor.

Gross Annual Package £36,000 - £37,000
Est. Income Tax Band 20% Basic Rate Band
Statutory Insurance / FICA 8% Class 1 National Insurance (NI)
Estimated Monthly Net £2,400 - £2,405 / mo
Regional Economics

Cost of Living (Birmingham, England)

Bureau Data
Est. Rent (1-Bed)
£1,100 - £1,750
Monthly Utilities
£140 - £210
Cost Index
112.5
Disposable Tier
Top 15% Rank
🛂
Compliance Standards

Work Authorization Framework

Verified Status: UK Work Eligibility
Corridor: UK Employment Corridor
🛡️ Zero Fee: Direct corporate recruitment with zero placement charges.

Candidate Selection Pipeline

Direct Corridor Track
01
Direct Apply

Submit verified credentials & CV.

02
HR Screening

2-4 day credential verification.

03
Technical Panel

In-depth domain & team interview.

04
Official Offer

Corridor contract & relocation.

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