Trainee IFA - very rare opportunity, Nuneaton

Posted 4 days ago by Astral Recruitment

Our client is a National successful IFA firm and they currently have a vacancy for a junior IFA due to an acquisition

Whilst level 4 diploma in Financial Planning is essential, the candidate can be of a junior nature and a person who wishes to carve a successful career as an IFA. They need not be an adviser now but need client facing experience and level 4 Diploma

There is a large client base that need servicing either on the phone or face to face, therefore the successful candidate will have a readymade client bank.

In addition the candidate will ideally have employee benefit / group schemes exposure because the client bank includes group scheme members.

Clients will typically be £40,000 to 100K FUM and need servicing

Starting salary £30-35000 plus benefits and once competent and established your basic should rise to £50000

Great opportunity even for an IFA who has no clients and lacks major experience

For more details please contact Jason Webber at Astral

Required skills

  • Financial Services
  • ifa
  • level 4 diploma
  • trainee IFA

Application questions

Do you have Level 4 Dip?
do you have any experience in FS?

Reference: 34141745

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