Our clients two year trainee programme is for under graduates in their final year of their studies or the candidate who is looking for career change and either working towards or has completed the CII Diploma Level 4 in Regulated Financial Planning (or equivalent) and needs support in industry to progress.
You will look at all aspects of the Practice and what it means to be a client here through face to face and written communication.
You will be fully immersed in our day to day activities, based in Sheffield Head Office, gaining industry experience and driving forward a career in financial services.
We are working with a chartered financial Planning firm in Bristol who are looking develop an ambitious IFA Administrator or Paraplanner over the next 12 - 18 months to become a fully qualified IFA.
The other 2 days will be spent studying towards qualifications and in advisor training to develop your skills.
This opportunity will see you working closely with the Chartered Financial Planner, 3 days per week will be spent supporting with technical administration, and sitting in on client meetings to get to know the systems and clients.
Our client is a chartered status Wealth Management Business that was established over 40 years ago.
Their fundamental goal is to provide their clients with financial peace of mind.
The business aims to be a standout brand, prioritising client objectives, professional service, and community engagement, whilst creating an environment for employees to be successful, both personally and professionally.
My client are a fast-growing Independent Financial Advisory firm based in Solihull.
Over the past couple of years, the firm has seen significant growth in the number of families they look after and subsequently the funds they manage, now having £140 million of Funds Under Management.