Trainee Financial Adviser

IDEX Consulting

  • USA
  • Permanent
  • Full-time
  • 1 month ago
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.Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 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.Our Diversity, Equity and Inclusion MissionAt IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

IDEX Consulting