Junior IFA - Bournemouth - To £35,000 + Bonus

Posted 30 March by MVP Limited
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MVPR Ltd are working with a highly successful, privately owned boutique Financial Advisory practice to recruit a Trainee IFA. The client works with HNW & UHNW individual and families, and they are an established and growing business. They are now seeking to recruit a Trainee/Junior Financial Adviser who will work directly with the existing IFA's of the practice.

The role will involve working alongside existing IFA's, speaking with clients on a daily basis and liaising with Paraplanner's and Support staff. You will also be given an active Cient Bank which you will be required to service and grow.

You must be Level 4 DipFA qualified , any additional exams towards Chartered would be an advantage, and you must have some client facing experience already in either Financial planning or Mortgages. You should ideally aso hold CAS.

The client is looking for someone that values providing a high level of service to clients to fully understand their needs and long term financial objectives.

Required skills

  • Financial Planning
  • mortgage

Reference: 42368626

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