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Trainee/Junior Financial Adviser - Aberdeen, United Kingdom - Idex
Description
Are you an adviser who writes your own suitability reports or an experienced, level 4 qualified Paraplanner interested in combining that with delivery of advice and take your role to the next level?
Idex consulting are looking for someone who is passionate about great client service to join this Large IFA.
If you would like a role that combines advice and paraplanning/suitability report writing for an established portfolio of clients I want to hear from you.
The role:
You must be a minimum Level 4 qualified and have previously worked as a Paraplanner, have strong influencing and communication skills to build and maintain trusted and strong relationships with clients to aid retention and introductions to generate value for clients and the business.
This is a unique opportunity not to be missed and will offer the gateway to full Financial Planning.
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 Mission
At 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.
