Job Information

Due to this success they are growing their team and are looking for a Trainee IFA. Ideally you are currently an IFA Administrator or Junior Paraplanner.

You will be given the opportunity to Client face with supervision from one of the firms leading Advisors and gain first hand one to one training.

You will also be put through all of the relevant exams in order to become and Independent Financial Advisor in your own right.

All of their consultants are trained to the highest degree to give independent advice on Investments, Trust Planning, Inheritance Tax, Tax, Will Planning. They have the qualifications and experience to guide and help in all financial situations.

You will have the opportunity to grow your own client bank.

Other Duties:

• Work alongside the Financial Planner to review the investment portfolio, asset allocation, risk profile of the client’s file prior to client review meetings

• Discuss alternative solutions and additional need areas which may have arisen since last client meeting

• Attend client review meetings with Financial Planner, if required

• Send planning figures to client for update and revision in preparation for next meeting

Experience required:

At least 2 years working within an IFA

Some relevant CII Qualifications (you DO NOT need to be diploma 4 qualified)

Salary negotiable dependant on qualifications and experience

Please apply for full details.