We are working with a fully independent and highly successful Financial Planning practice in Plymouth 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. The Directors are currently at capacity and are in the fortunate position of having to turn business away, they are seeking an additional member of staff take on a number of their clients.
Upon joining you will have around 80-100 clients passed across to you, your role will be to service these clients providing them with a high level of service. 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.