Trainee IFA

Posted 22 May by Heat Recruitment Easy Apply Featured

The Client:

Our client is a highly reputable financial planning practice based in central Manchester, striving to provide a truly unique and ethical financial planning service.

The Opportunity

This is a fantastic opportunity for a financial planning professional to progress their career towards becoming an IFA. You will be supported and encouraged to progress through your exams towards Level 4 Diploma and be assisted in eventually becoming an IFA.

What’s needed for me to be considered?

  • Proven experience within an IFA practice
  • Working towards Level 4 Diploma is preferable
  • Working knowledge of Intelligent Office or Adviser Office is preferable
  • Fantastic communication skills, both verbal and written
  • Operating knowledge of Excel

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Job Synonyms: Trainee IFA, IFA, Independent Financial Adviser, Wealth Manager, Financial Planner

Reference: 33850347

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