Trainee IFA, Superb Practice

Clark James Franchising Limited
to £35,000 + benefits
21 Apr 2017
21 May 2017
Contract Type
Full Time
A truly excellent opportunity has arisen within this highly regarded independent financial planning practice for a Level 4 Diploma Qualified individual to join them as a Trainee IFA.

You will receive the training, guidance and hands on experience to develop into a competent IFA and by the of your training you will be able to help clients meet their financial objectives and create tailor made financial plans for them.

The successful individuals will join the team as a Level 4 qualified Trainee Independent Financial Planner for the first 12 months or so and until CAS is reached. For the first 12 months you will be shadowing and supporting the Company Director and Associate Director, attending meetings and working in a paraplanner capacity. This will give you the opportunity to learn the business processes, company systems and service proposition whilst experiencing first-hand the role of a Financial Planner.

After approximately 12 months assistance will be given to build a portfolio of clientele with which you will build a strong working relationship and deliver a first class ongoing service.

It is anticipated that the successful candidate will be degree qualified , have passed the Level 4 Diploma in Financial Planning and will be able to demonstrate c3 years relevant financial services experience which could be from an IFA environment , the Bancassurance sector or even from within a product provider.

Immediate interviews await candidates with proven relevant experience and qualifications underpinned by first class interpersonal skills, eloquence and a desire to build a career.