Trainee IFA

  • Location

    Bath

  • Sector:

    Financial Planning, Financial Services, Wealth Management

  • Job type:

    Permanent

  • Salary:

    £30000 - £35000 per annum + Bonus & Benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH3239_1635403467

  • Published:

    about 1 month ago

  • Expiry date:

    2021-11-27

  • Startdate:

    ASAP

  • Consultant:

    ConsultantDrop

MB Fitzgerald are working with a highly successful Financial Advisory practice to recruit a Trainee IFA. Our client is well established and have offices across the UK, they provide holistic advice to clients across the UK.

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 basic salary to £35,000 + bonus and excellent benefits. This is an excellent opportunity to join a national business where you can have a long term career, where there is genuine opportunity to progress and move into a Financial Adviser role.