Trainee IFA

  • Location

    Plymouth, Devon

  • Sector:

    Financial Services, Financial Planning , Wealth Management

  • Job type:

    Permanent

  • Salary:

    £30000 - £40000 per annum + Bonus and Benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH2509_1594215712

  • Published:

    4 months ago

  • Expiry date:

    2020-08-07

  • Startdate:

    ASAP

  • Consultant:

    #

We are working with a successful, boutique Financial Advisory practice to recruit a Trainee IFA. The client are a friendly and growing company that work with HNW clients across the South West.

Due to continued expansion they are now seeking to recruit a Trainee/Junior Financial Adviser who will work directly with clients, shadow the firms Director & Financial Advisers. You will be required to speak with clients on a daily basis all the while you will be gradually passed clients which will enable you to build your own profitable client bank.

We are looking for someone who is in it for the long term and is looking for a career in the industry. 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.