Newcastle Under Lyme
IFA Administrator/Trainee Financial planner – Stoke-On-Trent – up to £30,000
A Chartered IFA based in Stoke-on-Trent are looking for an experienced administrator/trainee advisor to come in and support the senior advisors, work closely with them and in 18 – 24months look to take over clients and be a signed off Advisor.
They are open to the type of person for the role, but the ideal candidates needs to have a genuine interested in wealth management and willingness to learn.
Benefits
- Generous salary/bonus and profit share scheme
- Group scheme benefits – pension scheme, death in service & income protection plan
- Career and personal development pathways
- Wellbeing support services
- Generous social budget and team away days
- Agile and home working policies
What’s needed to be considered?
In order to be considered for this unique trainee financial adviser opportunity, candidates need to have –
- Previous experience of working within a financial planning firm.
- Ideally working towards or have completed the Level 4 Diploma CII.
- Client facing skills and have supported an advisor previously.
- A willingness to learn and develop in the role.
What next?
Apply today to be considered for this trainee financial adviser opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
Synonyms: Trainee IFA, Trainee Financial adviser, Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para-planner, Paraplanning, IFA, financial planning, wealth management, independent financial advice