Trainee Independent Financial Adviser - Doncaster

Posted 5 April by MI Search Ltd
£30,000 - £35,000 per annum, inc benefits, OTE
Doncaster , South Yorkshire
Permanent, full-time
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Posted by MI Search Ltd

This established financial planning firm based in Doncaster, part of a national Chartered IFA practice is currently seeking a trainee independent financial adviser to join its expanding team.

In this role you will take over an established client bank and be responsible for undertaking annual reviews of existing financial planning advice.

You will benefit from the support of a local administration team and also the training and technical support of being part of a larger Chartered IFA practice and working closely with the practice principal.

In addition there will be a longer term career opportunity to develop your role within this firm.

You must hold level 4 Diploma status (CII or equivalent), and have some experience in a client facing role.

This is an employed role, basic salary to £35,000 and bonus scheme.

Required skills

  • IFA
  • Independent Financial Adviser
  • Trainee Financial Adviser
  • Financial Adviser

Application question

Are you level 4 qualified (CII) or equivalent?

Reference: 52426699

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