Junior/Trainee Financial Advisor

Idex; Cambridgeshire and Peterborough; Hybrid; GBP 30,000 - 45,000; Full time

Benefits offered by this job

Hybrid working across office locations

Mentoring from experienced Advisers

Access to established client base

Dedicated administrative and paraplann

Job summary

IDEX Consulting Ltd. is partnering with a growing Chartered financial planning firm to appoint a level 4-qualified professional transitioning from Paraplanner, Administrator or IFA Support into a client-facing advisory role.

You will receive mentoring from experienced Advisers and access to established clients, enabling development of advisory skills and a long-term career path in financial planning with hybrid working across multiple offices.

Qualifications

• Experience in financial services, ideally paraplanning/administration support to advisers.
• Strong client engagement and communication skills.
• Proven attention to detail and organisational abilities.
• Willingness to learn and develop advisory capabilities.
• Desire to progress to a Financial Adviser role.

Responsibilities

• Support and participate in client meetings, fact-finds and reviews.
• Develop understanding of clients' financial objectives and long-term goals.
• Assist in preparing and delivering suitable financial planning recommendations.
• Build knowledge across pensions, investments, retirement planning and protection.
• Explain financial solutions clearly and maintain accurate client records.

Skills

Paraplanning experience

Client communication

Attention to detail

Organisation

Education

Level 4 Diploma in Regulated Financial Planning

Job description

The Opportunity

We are working with a growing Chartered financial planning firm looking to appoint a motivated, level 4-qualified professional who is ready to take the next step into a Financial Adviser role.

This opportunity is ideally suited to an experienced Paraplanner, Financial Administrator or IFA Administrator who has achieved their level 4 Diploma in Regulated Financial Planning and is looking to move into a client-facing advisory position.

You will receive guidance and mentoring from experienced Advisers, alongside access to established clients and a dedicated support team, allowing you to develop your advisory skills and build a long-term career in financial planning.

The Role

Working closely with an experienced Adviser or Mentor, you will gradually develop responsibility for client relationships and the delivery of financial advice.

Key responsibilities will include:

• Supporting and participating in client meetings, fact-finds and financial reviews
• Developing an understanding of clients' financial objectives, circumstances and long-term goals
• Assisting in the preparation and delivery of suitable financial planning recommendations
• Developing technical knowledge across pensions, investments, retirement planning, protection and tax-efficient planning
• Building confidence in explaining financial solutions and recommendations to clients
• Developing and maintaining long-term client relationships
• Working closely with Paraplanners, Administrators and other Advisers to ensure an excellent client experience
• Learning to identify opportunities for additional planning, client retention and business development
• Maintaining accurate client records and adhering to FCA requirements, suitability standards and Consumer Duty
• Working towards greater independence as an Adviser, with ongoing mentoring and professional development

As your experience develops, you will have the opportunity to take on greater responsibility for client relationships and advisory work.

About You

We are keen to hear from candidates who have:

• A level 4 Diploma in Regulated Financial Planning or equivalent
• Experience within financial services, ideally in a paraplanning, financial planning administration or IFA support role
• A genuine ambition to become a Financial Adviser
• A good understanding of pensions, investments and the financial planning process
• Strong communication and interpersonal skills, with the confidence to engage with clients
• Excellent attention to detail and organisational skills
• A proactive attitude and a willingness to learn from experienced Advisers
• A commitment to delivering good client outcomes and maintaining high compliance standards
• A full, clean UK driving licence

Candidates who are working towards Chartered status, or who are keen to continue their professional development, will be particularly attractive.

What's on Offer?

• A genuine opportunity to transition into a Financial Adviser role
• Structured mentoring and guidance from experienced Advisers
• Access to an established client base and opportunities to develop your own relationships
• Dedicated administrative and paraplanning support
• Hybrid working across a choice of established office locations
• Ongoing professional development and support with further qualifications
• The opportunity to build a long-term career within a growing Chartered financial planning firm

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring your 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.