Junior Financial Planner

  • Location

    Witney, Oxfordshire

  • Sector:

    Financial Services, Financial Planning

  • Job type:

    Permanent

  • Salary:

    £30,000-£40,000

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Published:

    4 months ago

  • Expiry date:

    2020-09-22

  • Consultant:

    #

MB Fitzgerald are working with a highly successful, privately owned boutique Financial Advisory practice to recruit a Trainee IFA. The client works with HNW & UHWN individual and families, they are an established and growing business that work at the top end of the market.

 

Due to continued expansion they are now seeking to recruit a Trainee/Junior Financial Adviser who will work directly with the Managing Director of the practice. The role will involve shadowing the MD, speaking with clients on a daily basis all the while you will be gradually passed clients from the MD which will enable you to build your own HNW profitable client bank.

 

We are looking for someone who is in it for the long term and can grow into a senior management role in the 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 already although this is not a necessity.

 

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.

 

The client is offering a basic salary to £40,000 + bonus and strong benefits including an 8% pension.