Trainee Adviser

This range is provided by IDEX Consulting Ltd. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Direct message the job poster from IDEX Consulting Ltd

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

We are looking for a high end paraplanner who will provide technical support to a Senior Adviser, completing analysis and research and preparing recommendations for products and through the process become an adviser themselves within 6 months.

This role is to take over a client bank from an adviser who is going to retire shortly.

• Preparing the fund switch report
• Assist in completing the client fact find
• Submit new business with providers
• Client contact and updates
• Completing initial information gathering and analysis on existing products
• Provide research via the Select-a-pension report
• Provide research on annuity and protection providers
• Preparing suitability reports to cover all recommendations
• Ensuring the advice file is to a high compliance standard
• Reviewing client documents prior to a presentation meeting
• Gathering illustrations, fund factsheets and Key Features Documents
• Attend client meetings, where required
• Cash flow planning
• Tax calculations

If you are a paraplanner wanting to go to the next level, this firm will give you the platform to do so quickly.

You will get CAS status within 6 months.

You must have diploma or close to completing to be successful in your application. Progression to Chartered will be encouraged.

Not Applicable

Full-time

Sales and Finance

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