Trainee Independent Financial Adviser

Full-time | £40k Basic + Bonus Scheme | Excellent Prospects | Opportunity for Hybrid | Plus more! | An exciting opportunity has become available with an established and ever-growing financial planning firm. They are part of a national Chartered IFA practice and boast over 50 locations nationwide. They are now looking for a Trainee Financial Adviser to join their dynamic and expanding team based in Doncaster. In this position you will be taking over an existing client bank and will be offered the support and training you need to be successful! All that is required from you is a Level 4 Diploma and a drive for success! This is an amazing opportunity to take the next step in your financial management career. If you are ready to develop yourself and hungry for success, we’d love to hear from you!

Benefits include:

• Up to £40k basic salary, plus bonus scheme
• Office based while training, with the view to be predominantly home based following full training
• Full training and progression plan
• Ongoing qualifications and support
• Enhanced pension scheme
• Enhanced maternity, paternity, and adoption policies
• 25 days holiday (plus bank)
• Ability to purchase additional leave
• Cycle to work scheme
• Free parking

Main responsibilities include:

• Taking over an established client bank to service
• Undertaking annual reviews of existing financial planning advice
• Setting up and conducting client meetings over teams or over the phone
• Maintain relationships with clients and keep up communication
• Keep up to date with own admin, with occasional support form wider admin team
• Responsible for compiling any recommendation reports needed following annual review

The ideal candidate:

• You must hold a Level 4 Diploma (CII or equivalent)
• Demonstrate relevant experience in a client facing role
• Excellent communicative skills
• Show ambition and determination to want to succeed and develop in the role
• Experience as a paraplanner is desirable

At A for Appointments, we are committed to equal opportunities for everyone. We embrace diversity and believe that a balanced, inclusive workforce is crucial to our business. We do not tolerate discrimination, harassment or bullying towards any candidates or employees. We are proud to be an equal opportunities employer.

Due to the high volume of applications, we receive, it is not always possible to respond to unsuccessful applicants. Therefore, if we have not responded to your application within five days, please assume that on this occasion your application has not been successful.