Trainee/Junior Financial Adviser
IDEX Consulting
- Glasgow
- £45,000 per year
- Permanent
- Full-time
- 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
- You will undertake broad financial planning ensuring each client's goals are fully understood and the most appropriate solution offered
- Over the course of the first year you will then be given clients to manage whilst still maintaining some paraplanning duties
- You will deliver high quality financial planning remotely and achieving required quality standards on a consistent basis
- Identify additional opportunities from clients while deepening our understanding of their needs to ensure we exceed expectations and build lasting relationships
- Maintain up-to-date technical knowledge of investment markets, products and services, financial planning methodologies and tax, key processes, advice guidelines and compliance procedures
- Build and maintain personal and business relationships to help identify new opportunities as well as raise the firms profile
- Undertake paraplanning for own clients, research, analyse and prepare technical reports for clients relevant to their specific goals, seeking support when needed
- Build links with the clients' other professional advisers to help the client meet their needs
- Secure client commitment to initial and on-going financial planning services, securing and growing assets under advice and initial and on-going revenues