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Trainee Financial Adviser

Posted 26 March by Heat Recruitment
Salary icon £25,000 - £35,000 per annum
Location icon Colchester , Essex

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A reputable, established IFA in Colcester is seeking a Trainee Adviser to join their thriving team. The company has experienced steady growth over the past few years and has achieved this through developing strong relationships and their balance of professionalism and friendliness has a big part to play in their success.

This firm has created a culture where the business remains client focused and encourages everyone to achieve their goals.

  • This is a fantastic chance to join a firm that can offer you a training program to become a well established, reputable Adviser.
  • You will be working with a team of experienced administrators, paraplanners, and Advisers to learn the methods in which this firm works.
  • Progression is highly encouraged and supported throughout.

What’s needed for me to be considered?

  • Working towards the Level 4 Diploma
  • Previous experience working within a similar financial services environment
  • Strong investment and pension knowledge
  • Excellent communication, both written and verbal, and attention to detail are essential to succeed

What's next?

Apply today to be considered for this Trainee IFA opportunity. If this specific Junior IFA vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career

Trainee IFA / Financial Planning / Financial Adviser / Associate Planner / Paraplanner / Report Writer

Required skills

  • 1
    Adviser
  • 1
    Financial Planning
  • 1
    Financial Services
  • 1
    Wealth Management
  • 1
    Independent Financial Advice

Reference: 51907409

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