We are working with a highly successful, privately owned boutique Financial Advisory practice to recruit a Trainee IFA.
Due to continued expansion they are now seeking to recruit a Junior Financial Adviser who will work directly with the Managing Director of the practice. The role will involve working with the MD, speaking with clients on a daily basis all the while you will be passed clients from the MD which will enable you to build your own HNW profitable client bank. The firm are also in the process of a number of acquisitions, the clients from these acquisitions will be passed across to the new adviser joining the practice.
We are looking for someone who is in it for the long term and can grow into the role and become a full financial adviser in the near future. You need to be Diploma qualified and any additional exams towards Chartered would be an advantage, ideally you will have some client facing experience.
Individuals in a Trainee/Junior IFA role already would be ideal for this position, Paraplanners that are looking for the next step of their career into a client facing role would also be a good fit.