Trainee Financial Planner IFA Excellent Opportunity

Posted 5 April by Cameron James Featured

We are recruiting for an executive Financial Advisor to assist with the Management and growth of an existing HNW client bank of Wealthy Individuals and Business owners for a successful firm of Chartered Financial Advisors based in the City.

About the Company:
The Current Principle joined the award winning IFA firm in 2009 and has continued to grow a highly successful client ban of HNW individuals and business owners. Due to this exceptional growth a further Financial Advisor is required for the City Office. The City office is part of a group.

The Office:
The office is open plan so you will need to be confident working closely with other members of staff and enjoy a bit of banter from time to time.

About you:
You should be Chartered or working towards level 7.
Be extremely technically minded especially within Pensions.
Have confidence with meeting clients face to face.
Must have SPS (CAS)
Have Whole of Market Financial Advice back ground ideally
Entrepreneurial approach and desire to learn.
Bright and intelligent and have flair to go the extra mile
Good back ground in secondary and further education

What`s in for me?:
A basic salary in the region of £50,000 plus discretionary bonuses.
Possible Partner potential for the future. To be discussed at interview.

Required skills

  • Diploma 4 Qualified Trainee Financial Advisor

Application question

Are you Diploma level 4 in Financial Advice?

Reference: 34836068

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