Trainee Financial Adviser

IDEX Consulting; Glasgow; On-site; GBP 35,000 - 50,000; Full time

Job summary

A leading consultancy firm in Glasgow is seeking a high-end paraplanner to provide technical support to a Senior Adviser. The role involves preparing product recommendations, completing client fact finds, and transitioning to an adviser within 6 months. Candidates should possess a diploma in finance or be nearing completion and will be encouraged to achieve Chartered status.

Qualifications

• Experience in preparing fund switch reports.
• Ability to assist in completing client fact finds.
• Proficient in researching annuity and protection providers.

Responsibilities

• Provide technical support to a Senior Adviser.
• Prepare recommendations for products based on analysis.
• Gradually transition to an adviser role within 6 months.

Skills

Technical support

Client relationship management

Financial analysis

Research skills

Compliance knowledge

Education

Diploma in finance or related field

Job description

A new and exciting opportunity has arisen within this highly regarded boutique national firm.

We are seeking a high-end paraplanner to provide technical support to a Senior Adviser. The role involves completing analysis and research, preparing recommendations for products, and gradually becoming an adviser within 6 months.

This position involves taking over a client bank from an adviser who is retiring soon.

1. Preparing fund switch reports
2. Assisting in completing client fact finds
3. Submitting new business with providers
4. Client contact and updates
5. Gathering initial information and analyzing existing products
6. Researching via the Select-a-Pension report
7. Researching annuity and protection providers
8. Preparing suitability reports for all recommendations
9. Ensuring compliance standards in advice files
10. Reviewing client documents before meetings
11. Gathering illustrations, fund factsheets, and Key Features Documents
12. Attending client meetings as required
13. Cash flow planning
14. Tax calculations

If you are a paraplanner aiming to advance your career, this firm offers a strong platform for growth.

You will achieve CAS status within 6 months.

Applicants should have a diploma or be close to completing one. Progression to Chartered status will be encouraged.

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