Trainee Financial Adviser
Job Description
Job title: Trainee Financial Adviser
Company: IDEX Consulting
Job description: Access real-time salary data on over 600 roles across 40 different specialisms across the General Insurance, Financial Services and Legal professions.
Our 2023 Salary & Benefits Guide is here!
Providing the best market insight, key advice on changing economic conditions, and the latest salaries in the General Insurance, Financial Services, and Legal sectors.
Access insights now!
Our 2023 Salary & Benefits Guide is here!
Providing the best market insight, key advice on changing economic conditions, and the latest salaries in the General Insurance, Financial Services, and Legal sectors.
Access insights now!
Our 2023 Salary & Benefits Guide is here!
Providing the best market insight, key advice on changing economic conditions, and the latest salaries in the General Insurance, Financial Services, and Legal sectors.
Access insights now!
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Trainee Financial Adviser
Job details Posted 20 February 2024 Salary£40000.00 – £45000.00 per annum + Bonus LocationGlasgow Job type Discipline Expiry 30 May 2024 Reference40078_1708419488
Consultant
Executive Director & Regional Manager
Trainee Financial Adviser
Job description
Are you an adviser who writes your own suitability reports or an experienced, level 4 qualified Paraplanner interested in combining that with delivery of advice and take your role to the next level?
Idex consulting are looking for someone who is passionate about great client service to join this Large IFA.
If you would like a role that combines advice and paraplanning/suitability report writing for an established portfolio of clients I want to hear from you.
The role:
- The Trainee Adviser helps to execute the delivery of the Regional Business plan through great financial planning and service to clients whilst adhering to the relevant regulatory and governance requirements and giving due consideration to internal and external business risks
- You will undertake broad financial planning ensuring each client’s goals are fully understood and the most appropriate solution offered
- Over the course of the first year you will then be given clients to manage whilst still maintaining some paraplanning duties
- You will deliver high quality financial planning remotely and achieving required quality standards on a consistent basis
- Identify additional opportunities from clients while deepening our understanding of their needs to ensure we exceed expectations and build lasting relationships
- Maintain up-to-date technical knowledge of investment markets, products and services, financial planning methodologies and tax, key processes, advice guidelines and compliance procedures
- Build and maintain personal and business relationships to help identify new opportunities as well as raise the firms profile
- Undertake paraplanning for own clients, research, analyse and prepare technical reports for clients relevant to their specific goals, seeking support when needed
- Build links with the clients’ other professional advisers to help the client meet their needs
- Secure client commitment to initial and on-going financial planning services, securing and growing assets under advice and initial and on-going revenues
You must be a minimum Level 4 qualified and have previously worked as a Paraplanner, have strong influencing and communication skills to build and maintain trusted and strong relationships with clients to aid retention and introductions to generate value for clients and the business
This is a unique opportunity not to be missed and will offer the gateway to full Financial Planning.
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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.
Expected salary: £45000 per year
Location: Bristol Area
