Job Details
Trainee IFA
Sector:Financial Services
Region : West Midlands
Location: Birmingham
Salary: £28000-£28000
Job Ref.: SL:TRNIFA
Job Information
A national IFA with a reputation for being the leader in HNW Financial Planning are looking for a Trainee Independent Financial Adviser to join their Birmingham office.The company
An award winning IFA with an unrivalled reputation for the quality of their advice, offering holistic services to their clients
Offices around the country and the ability to hot desk between them to best service client
Constantly expanding and winning new business, resulting in a surplus of clients looking to be serviced by an IFA
The role
Shadow an existing, top performing IFA on client review visits and during initial client consultations
Prepare fact finds, client files, and compile product research to help the client make recommendations
In time take over your own clients and advise them on everything from retirement to investments
The candidate
Must be DipFA qualified as it is illegal to give independent financial advice without FCA regulation and this is an FCA requirement
Polished and professional, will be meeting with clients straight away and must be well presented
Organised and tenacious - financial planning is partly selling your services and is KPI lead
What's in it for meΒ£
The opportunity to progress from paraplanner status and develop your own lucrative book of clients
A competitive remuneration package with a basic salary of up to Β£32,000 plus revenue-linked-bonus, study support and benefits
Once you are trained you are also welcome to work remotely and will have full autonomy
If you are a Diploma in Financial Advice qualified paraplanner in the West Midlands area, please do apply. This is a rare and fantastic opportunity.