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Trainee adviser

Glasgow (Glasgow City)
Internship
Idex Consulting
Posted: 29 October
Offer description

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.


Divisional Director Financial Services at IDEX Consulting Ltd


Base pay range

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.


Responsibilities

* 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.


Seniority level

* Mid‑Senior level


Employment type

* Full‑time


Job function

* Sales and Finance
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