Paraplanner/Trainee Adviser

Recruiter
IDEX Consulting Ltd
Location
Sutton Coldfield, UK
Salary
Competitive
Posted
13 Aug 2019
Closes
01 Sep 2019
Ref
1224377240
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Are you a Paraplanner or Trainee Advisor?

Do you have level 4 Diploma?

Do you want to be a Financial Planner?

If you are nodding... read on!

This opportunity for a chartered IFA firm in Sutton Coldfield, will see you managing an inherited bank of clients, meeting the clients for regular reviews, paraplanning for those clients and preforming analysis.
  • Full training will be provided
  • Bonus will be paid
  • Competitive salary is offered £40,000
  • Payment and support in achieving your chartered exams
  • Other benefits you would expect offered including pension and DIS
  • Flexible working offered

Further day to day duties including:
  • Producing high quality annual suitability reviews including associated advice
  • Attending annual review meetings
  • Preparing detailed meeting notes/minutes
  • Attending regular Director and Adviser meeting
  • Managing all administration for own client bank


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