Trainee Adviser

Posted 7 August by IDEX Consulting Ltd Easy Apply

Partnered with a chartered, independent financial planning practice in Birmingham city centre in search of an ambitious Financial Planning Administrator/Paraplanner who wants to take the route into advice.

Ideally we are looking for a IFA Administrator or Junior Paraplanner who has a great base understanding of financial services and suitability reports.

The role will be supporting a Partner of the firm on a 1:1 basis joining the growing team in Birmingham. Occasional travel to their other offices will be required.

You will go through the client fact find and the Advisers notes to produce the report and annual reviews, with time you will begin to meet with clients and complete your level 4 to move into an Adviser role.

You will benefit from:

  • Basic salary £25,000
  • Full time, permanent role
  • Excellent company benefits
  • funding and support to achieve CII Level 4
  • 22 Days holiday + Christmas + Bank holidays
  • Friendly, sociable office

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Required skills

  • Sales Support
  • Paraplanner
  • IFA Administrator
  • Trainee Adviser

Reference: 35492325

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