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Trainee IFA

  • Shortlist
Location Stansted , Cambridgeshire
Sector Financial Services
Salary £40,000 - £45,000 Per Annum
Type Permanent
Consultant Kate Black
Ref 56269

Our client are a highly reputable and award winning Chartered Wealth Management firm with offices in London and surrounding areas. They provide effective investment management and financial planning for their clients 

The Opportunity

During a period of key expansion, a position has arisen for a technically competent  Paraplanner to support the successful Financial Planners of the business and transition into an advisory role. You will be heavily involved in the advice process and the role will involve attending client meetings as well as preparing advice letters, recommendations and pension, income drawdown and investment reviews.You will have the opportunity to work in a supportive team environment with a great office atmosphere.

What’s needed to be considered?

In order to be considered for this unique opportunity, candidates need to have –

  • Level 4 Diploma qualified, ideally working towards Chartered status
  • Previous experience within a fast-paced IFA Practice
  • High level of analytical capability and good communication skills
  • Strong technical Pensions & Investment knowledge
  • Ability to work well with others

What next?

Apply today to be considered for this 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  if we assist them in securing a new career.