Trainee Financial Advisor - Mentored, Hybrid

IDEX Consulting Ltd.; Cambridgeshire and Peterborough; Ibrido; GBP 30.000 - 45.000; Tempo pieno

Vantaggi offerti da questo lavoro

Hybrid working across office locations

Mentoring from experienced Advisers

Access to established client base

Dedicated administrative and paraplann

Descrizione del lavoro

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.

Competenze

• 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.

Mansioni

• 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.

Conoscenze

Paraplanning experience

Client communication

Attention to detail

Organisation

Formazione

Level 4 Diploma in Regulated Financial Planning

Descrizione del lavoro

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.