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Paraplanner / Trainee Financial Adviser

  • Salary: £35000 - £40000 per annum
  • Location: West Midlands
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    10 Feb 2021
  • Job reference: 35003

Despite the current pandemic, this high net worth firm is fortunate enough to be expanding, due to constant development and progression of the team a new Paraplanner/ Trainee Adviser role has become available within a multi award winning IFA and DFM based within the West Midlands.

The majority of the clients are high net worth business owners, many of whom require complex advice. This company's proposition is 'all encompassing' and whilst it offers standard advice, it also does a great deal of work within complex areas.

The role will initially be paraplanning for 6 - 9 months, with a view to then feed clients across and develop your skills over the short to medium term. It is essential that you have previous paraplanning experience and that you are Level 4 qualified. Given the nature of this company's work, will must have had exposure to a diverse range of business and you will be technically proficient. You will also have the desire to become a Financial Adviser, demonstrating first-class client management skills and an entrepreneurial approach.

With Financial Advisers in this firm earning basic salaries in excess of 60k, this presents a terrific opportunity for a Trainee Financial Adviser! You will be rewarded with a starting salary of up to £40K together with a range of company benefits and a structured training plan.

Interested… give me a call.

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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