Trainee IFA

Heat Recruitment
28000.00 GBP Annual
04 Aug 2017
30 Aug 2017
Job Type
Contract Type

The Client:

My client is a, well respected IFA practice that seeks to build a long term, trusting relationship with their clients by providing their financial planning services to their clientele both at the outset and as an ongoing service.

They embrace the use of new technology and have a well-qualified support team assisting the IFA's to make the best decisions for their clients.

They provide tailored financial planning advice and really go the extra mile to provide a personalised service.

The Opportunity:

This is a fantastic position for a trainee financial advisor to join a growing financial planning firm who are well established and have multiple offices across the UK.

You will be working in a client facing role handling both paraplanning and advising duties to new and existing clients.

This is a unique role for someone who is looking to transition from a support role into a client facing position and develop into a career as a financial advisor.

What's needed for me to be considered?

Experience of providing paraplanning support to IFA's would be highly desirable.
Level 4 diploma qualified and keen to build upon this qualification
Driven, motivated and ambitious individual who has strong interpersonal skills.
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 GBP200 in vouchers if we assist them in securing a new career.

Job Synonyms:

IFA, Financial Advisor, Financial Adviser, Independent Financial Planner, Financial Planning Manager, Private Client Advisor