Trainee Financial Advisor
Study Support towards Diploma in Financial Planning Yearly payrises and qualification milestone payrises
We are delighted to offer an opportunity to work with this well run, professional IFA practice, who has an excellent record as both an employer and as a provider of conscientious, ethical and holistic advice on wealth management services. They are looking to employ an individual with a clear interest in developing a career in wealth planning as an Independent Financial Advisor. This role has a two year training program which offers a long and rewarding career as an Independent Financial Advisor in the long run.
The job role offers excellent career opportunities, with long term plans to train you and educate you on your path towards becoming an IFA and will provide full study support towards your diploma in financial planning.
Your role will be to meet with clients, deliver seminars and host sales appointments offering advice on pensions, investments and other financial services products and services, as well as communicating with clients, preparing reports for client review meetings and other ad hoc tasks associated with the role.
About you and your experience: This is a trainee advisor role, but not an entry level position, so ideally you will have had some experience of working in a client facing sales, advice or consultation role within a wealth management or financial services role previously or have a good grasp and understanding of the workings of a financial advisor's role. You may have already taken steps towards getting your Diploma in Financial Planning or have a keen desire to do so. Essentially if you are comfortable delivering information and advice in a professional manner (either selling products or services direct to a consumer or client), then we would be interested in hearing from you.
If you are interested in discussing this role further (ie who the employer is and their exact location etc) please contact me with a copy of your CV and a time when it is convenient for me to call you.