Trainee IFA

  • Location

    Bournemouth, Dorset

  • Sector:

    Financial Services, Financial Planning , Wealth Management

  • Job type:

    Permanent

  • Salary:

    £35000 - £45000 per annum + Bonus & Benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH2762_1611837895

  • Published:

    5 months ago

  • Expiry date:

    2021-02-27

  • Startdate:

    ASAP

  • Consultant:

    #

MB Fitzgerald are working with a highly successful Financial Advisory practice to recruit a Trainee IFA. The client works with HNW & UHWN individual and families, they are an established and growing business.

They are now seeking to recruit a Trainee/Junior Financial Adviser who will work directly with the Directors & Senior Financial Planners. The role will involve shadowing Financial Advisers, speaking with clients on a daily basis and gradually building your own client bank.

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. The client is looking for someone that values providing a high level of service to clients to fully understand their needs and long term financial objectives.

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 very competitive basic salary to £45,000 + bonus and strong benefits.