Trainee IFA

  • Shortlist
Location Leeds , West Yorkshire
Sector Financial Services
Salary £30,000 - £45,000 Per Annum
Type Permanent
Consultant Lucy Evans
Ref 58554

Based in Leeds, this is an opportunity for a financial planning professional to join a fantastic firm as a Trainee IFA where you will be building and maintaining excellent relationships with internal business partners and managing a large client bank that is predominantly based in the midlands area ensuring all clients receive an annual review.

The Opportunity

Using your experience, you’ll provide specialist financial planning and advice and guidance to clients. Given the nature of this client profile, you must have exceptional interpersonal skills, ensuring you build trust and confidence with vulnerable clients. You’ll use your use your specialist knowledge of this area of Financial Planning, to provide exceptional levels of care and support to a portfolio of existing clients.

What’s needed to be considered?

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

  • Working towards CII Level 4 Diploma in Financial Planning
  • Previous experience within a fast-paced IFA Practice
  • Exceptional interpersonal skills

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.

Synonyms: Associate Financial Adviser, Junior IFA