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Trainee Independent Financial Adviser (IFA) - Employed Package

Posted 2 February by Bryan James Recruitment Ended

Trainee Independent Financial Adviser (IFA) - Employed Package

National Financial Planning/Wealth Management Firm

High Net Worth clients

Lancaster, Lancashire

Our Client is an award winning, highly reputable and respected Financial Planning/Wealth Management Firm who provide independent financial advice and guidance to both Private and Corporate clients.

A fantastic opportunity exists for a Diploma/Level 4 qualified (in Regulated Financial Planning/Advice) individual who has experience of providing face-to-face advice to clients - perhaps in Protection and/or Mortgages - to join this high performing team as a 'Trainee IFA’. You will receive the necessary training to progress your career and become a IFA operating in the High Net Worth market. There is no requirement to bring clients with you.

This is an employed role with an attractive Basic Salary of £35,000 and benefits package on offer, together with ongoing support of your professional development (eg Industry qualifications).

To be considered for this opportunity, you must:

  • be Diploma/Level 4 qualified in Financial Planning (as a minimum)
  • have a minimum of 2 years experience of working as a Financial Adviser providing face to face advice and guidance to clients on either Investments, Pensions, Protection and/or Mortgages
  • have an exemplary compliance and business quality track record
  • have experience, or be comfortable in dealing with high net worth clients
  • have a willingness to progress to Chartered status
  • have strong communication and presentation skills
  • be highly motivated and driven to succeed

Bryan James Recruitment recruit exclusively for the Financial Services/Wealth Management arena.

Bryan James Recruitment operates as a Recruitment Agency for the provision of permanent candidates.

Reference: 34385312

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