Financial Planning Consultant

2 weeks ago


Aberdeen, United Kingdom IDEX Consulting Full time

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 Trainee Adviser helps to execute the delivery of the Regional Business plan through great financial planning and service to clients whilst adhering to the relevant regulatory and governance requirements and giving due consideration to internal and external business risks
You will undertake broad financial planning ensuring each client's goals are fully understood and the most appropriate solution offered
You will deliver high quality financial planning remotely and achieving required quality standards on a consistent basis
Maintain up-to-date technical knowledge of investment markets, products and services, financial planning methodologies and tax, key processes, advice guidelines and compliance procedures
Build and maintain personal and business relationships to help identify new opportunities as well as raise the firms profile
Build links with the clients' other professional advisers to help the client meet their needs
Secure client commitment to initial and on-going financial planning services, securing and growing assets under advice and initial and on-going revenues
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. 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 are committed to driving conscious inclusion across our business and creating equitable pathways.
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