Trainee Financial Adviser

Reed Insurance
15 May 2017
13 Jun 2017
Contract Type
Full Time
Our client is a small chartered IFA firm in central Bristol. They are looking for a Trainee IFA to work alongside the MD, who has too many existing clients. These are mostly (but not exclusively) in the form of medical clients at various stages of their careers.

The company envisages it taking around 12-24 months for a trainee to be authorised as CF30 by the FCA, depending on whether you currently have qualifications in financial services.

You must be a graduate and ideally you will have a small amount of experience working in financial services. They will fully fund you towards diploma status and chartered status thereafter.

The company will pay a salary up to £24k initially, with bonuses based on a number of factors, including fee income, file quality, and client retention.

This is a small but expanding company, with an excellent chance for a trainee to play an integral role in its growth.

Reed Specialist Recruitment Limited is an employment agency and employment business