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Trainee Adviser

  • Salary: £23000 - £25000 per annum
  • Location: Birmingham, West Midlands
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    05 Oct 2018
  • Job reference: 31130

Partnered with a chartered, independent financial planning practice in Birmingham City Centre in search of an ambitious Financial Planning Administrator/Paraplanner who wants to take the route into advice.

Ideally we are looking for a IFA Administrator or Junior Paraplanner who has a great base understanding of financial services and suitability reports.

The role will be supporting a Partner of the firm on a 1:1 basis joining the growing team in Birmingham. Occasional travel to their other offices will be required.

You will go through the client fact find and the Advisers notes to produce the report and annual reviews, with time you will begin to meet with clients and complete your level 4 to move into an Adviser role.

You will benefit from:-

  • Basic salary £25,000
  • Full time, permanent role
  • Excellent company benefits
  • funding and support to achieve CII Level 4
  • 22 days holiday + Christmas + bank holidays
  • Friendly, sociable office

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still 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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