Trainee Financial Adviser

TN United Kingdom; Glasgow; On-site; GBP 30,000 - 60,000; Full time

Job summary

An established industry player is seeking a passionate adviser to elevate their career by combining advice and paraplanning. This role offers the chance to manage an established portfolio of clients while ensuring high-quality financial planning and compliance with regulatory standards. You'll deepen client relationships, identify new opportunities, and maintain up-to-date knowledge of investment products and methodologies. This unique opportunity is a gateway to full Financial Planning, providing a platform for professional growth and client impact.

Qualifications

• Minimum Level 4 qualified with experience as a Paraplanner.
• Strong influencing and communication skills to build trusted relationships.

Responsibilities

• Execute delivery of the Regional Business plan through financial planning.
• Undertake paraplanning duties while managing clients.

Skills

Financial Planning

Client Relationship Management

Communication Skills

Paraplanning

Regulatory Compliance

Education

Level 4 Qualification

Job description

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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 taking your role to the next level?

Idex Consulting is 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:

1. 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.
2. You will undertake broad financial planning ensuring each client's goals are fully understood and the most appropriate solution offered.
3. Over the course of the first year, you will then be given clients to manage whilst still maintaining some paraplanning duties.
4. You will deliver high-quality financial planning remotely and achieve required quality standards on a consistent basis.
5. Identify additional opportunities from clients while deepening our understanding of their needs to ensure we exceed expectations and build lasting relationships.
6. Maintain up-to-date technical knowledge of investment markets, products and services, financial planning methodologies, tax, key processes, advice guidelines, and compliance procedures.
7. Build and maintain personal and business relationships to help identify new opportunities as well as raise the firm's profile.
8. Undertake paraplanning for your own clients, research, analyze, and prepare technical reports relevant to their specific goals, seeking support when needed.
9. Build links with the clients' other professional advisers to help meet their needs.
10. Secure client commitment to initial and ongoing financial planning services, securing and growing assets under advice, and initial and ongoing revenues.

You must be a minimum Level 4 qualified and have previously worked as a Paraplanner, with strong influencing and communication skills to build and maintain trusted relationships with clients, aiding retention and generating value for clients and the business.

This is a unique opportunity not to be missed and will offer the gateway to full Financial Planning.