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Trainee IFA

Trainee IFA

Posted 3 September by Heat Recruitment
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The Client:

An independent bespoke IFA practice who have recently moved to a newly refurbished office. They have a fantastic team which they are now looking to expand and have a very friendly but dynamic working atmosphere. They offer a supportive environment, encouraging progression from within and provide an extremely client focused service.

The Opportunity:

From day one you will be developed into an Independent Financial Adviser, shadowing the Chartered Advisers in the firm and learning from the best. You will be provided with leads and supported in growing a client bank, with back office support provided, giving you fantastic earning potential in the long run. In addition, you will be supported in achieving your Chartered status in line with the existing Advisers.

What’s needed for me to be considered?

  • Qualified or working towards level 4 diploma is essential
  • Previous experience within an IFA practice preferred
  • Able to demonstrate enthusiasm and ambition
  • An understanding of FCA regulations and products, and their practical application

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:

Paraplanner, financial planning technician, para-planner, IFA technical support, IFA Administrator, Junior paraplanner, trainee IFA, Financial planner

Required skills

  • Adviser
  • Chartered
  • Financial Planning
  • Diploma
  • Paraplanner

Reference: 35040055

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