Trainee Financial Adviser (IFA)

Posted 26 January by Bryan James Recruitment

Trainee Financial Adviser (IFA)

National Financial Planning/Wealth Management Firm

Leeds

If you are currently working within Financial Planning/Wealth Management and looking to progress to the next stage of your career of becoming a Financial Adviser, then this is certainly an opportunity worth considering.

You will be joining an award winning, highly reputable and respected Financial Planning/Wealth Management Firm who provide independent advice to both Private and Corporate clients.

This is an employed role with a Basic Salary starting at £30,000. In addition, there is an attractive benefits package on offer, together with ongoing support of your professional development (eg Industry qualifications).

To be considered for this opportunity, you should:

- have a minimum of 3 years experience of working within a Financial Planning/Wealth Management Firm (eg Administration, Paraplanning etc)

- be knowledgeable of the Financial Services industry including products spanning the Financial Planning spectrum (Investments, Pensions and Protection) and Regulation

- possess industry qualifications - eg Diploma/Level 4 or Part Qualified

- have a willingness to progress to Chartered status

- have strong communication and presentation skills

Bryan James Recruitment recruit exclusively for the Financial Services/Wealth Management arena.

Bryan James Recruitment operates as a Recruitment Agency for the provision of permanent candidates.

Required skills

  • Financial Planning
  • Financial Services
  • Investment
  • Paraplanning
  • Traineeships

Application questions

Are you Level 4/Diploma qualified or Part qualified in Financial Planning?
Do you have a minimum of 3 years Financial Services experience?
Do you have good communication skills?
Do you have good presentation skills?
Do you have working knowledge of Investment, Pension and Protection producrs?

Reference: 33552416

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