Trainee Financial Planner

MB Fitzgerald
From £25,000 to £35,000 per annum
05 Oct 2017
02 Nov 2017
Contract Type
Full Time
An Independent Financial Planning practice based in Chippenham currently have the requirement for a Trainee IFA. My client is seeking a candidate who is on the upwards curve of their career, who is keen to train and develop into an Advisory position.

As a Trainee IFA you will work closely with the experienced advisers, getting involved with existing clients and developing new business coming in. You will be the first point of contact for HNW clients, the client is seeking an individual that is comfortable dealing with clients at this level.

My client is seeking a candidate who sees financial planning as their career with the expectation being for the candidate to progress into a full Financial Planner position. To be considered for this opportunity you will have at least 2 years experience working in a Financial Planning/Wealth Management environment, candidates with the Diploma will have an advantage but this is not essential. You can expect excellent support both financially and with training to attain further CII exams. A unique opportunity for a candidate on the upward curve of their career seeking a route to Adviser status.

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