Trainee IFA

  • Location

    Swansea, Wales

  • Sector:

    Financial Services, Financial Planning , Wealth Management

  • Job type:

    Permanent

  • Salary:

    £24000 - £30000 per annum + bonus and benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH2085_1569934813

  • Published:

    about 1 year ago

  • Expiry date:

    2019-10-31

  • Startdate:

    ASAP

  • Consultant:

    #

We are working with a fully independent and highly successful Financial Planning practice in Swansea to recruit a Trainee/Junior IFA. The client has an excellent reputation, they have longstanding relationships with their clients and grow though referrals and their strong name in the market. Due to continued expansion and increased business levels they now have the requirement for a Trainee/Junior IFA to join their team.

You will be provided with full training and support, however any existing experience in a similar role would be advantageous. The client is seeking to recruit a Trainee IFA or an experienced Paraplanner that is looking to take the next step in their career they will also consider Advisers from a banking background that want to move into a fully independent practice. To be considered you should be Level 4 Diploma qualified with strong market experience.