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Trainee IFA

  • Salary: £36000 - £45000 per annum
  • Location: Newcastle upon Tyne, Tyne and Wear
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    04 Jun 2019
  • Job reference: 31913

My client is currently looking for a Trainee IFA in Newcastle to work in conjunction with Senior Financial Planners to build and develop trusted relationships with current and potential clients.

Key Responsibilities:

  • Where appropriate deliver financial planning and wealth management advice
  • To plan, implement and execute the annual business plan in line with the agreed individual targets
  • To build new client relationships and maintain and develop existing client relationships through effective ongoing service to help minimise attrition and to deliver new client instructions and client referrals as a result of satisfied clients
  • To achieve and maintain professional competence
  • To achieve the requisite level of qualifications and maintain knowledge
  • To manage existing client base and prospect resource on an ongoing basis
  • To ensure clients have the right asset allocation to achieve their financial objectives with the minimum level of risk
  • To ensure all client portfolios are reviewed at least annually in line with client's changing risk attitudes and strategic requirements
  • To work in partnership with investment management colleagues to develop client relationships

Skills and Qualifications:

  • Diploma (Dip PFS) or equivalent, ideally chartered status
  • Proven ability to deal with new and existing clients
  • Ability to work under pressure and to meet deadlines
  • Ability to understanding and communicate advice practices and processes clearly and effectively
  • Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies and solutions
  • Client facing Paraplanners and new Advisors looking for the next step in their career should apply

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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