Trainee Financial Adviser

Posted 15 August by Recruit UK
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The Client:

This is a Chartered financial planning and wealth management practice that provides a comprehensive range of services to private and corporate clients. Focusing on building long term relationships with select clients, this practice has received over 15 industry accredited awards and is consistently recognised as one of the country’s top 25 IFA’s.

The Opportunity:

Due to future succession planning this practice has an opportunity for a Trainee IFA to join the team and work closely with several advisers, with a focus on supporting a highly experienced and dual qualified IFA and their HNW client following.

In this position you will benefit from working with several advisers each with niche financial planning expertise, and will have the opportunity to build on your experience with 6 IFA’s as your mentors.

You will be given plenty of client facing opportunities to help build your client skills as well as your confidence, and will support advisers with paraplanning duties while working towards Chartered status.

Requested Experience:

  • Hold level 4 Diploma in Financial Planning
  • Broad knowledge of Investments, Pensions & Protection
  • Experience of providing paraplanning support within an IFA environment
  • Hold Chartered status, or committed to working towards this (Full exam support provided)

Job Synonym:
Trainee IFA, Trainee Adviser, Trainee Financial Planner, Financial Planning Support, Paraplanner, Trainee Wealth Manager

Reference: 35877065

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