Trainee IFA

Heat Recruitment
01 Apr 2019
06 May 2019
Contract Type
Full Time

A fast paced and well-respected Wealth Management firm that seeks to build long term, trusting relationship with their clients. They provide fantastic support and development to all of their employees and like to nurture and progress talent from within. There is a great community feel throughout the company, with a very friendly but professional working environment.

The Opportunity

This is a fantastic position for experienced financial service professionals to join a growing firm that can offer genuine career development for those looking to further their technical knowledge and qualifications. A clear progression plan and full support to fellowship status will be provided. This opportunity is well suited to a paraplanner looking for the next step to advising

What’s needed for me to be considered?

  • Previous experience within an IFA practice
  • Level 4 Diploma or working towards
  • Knowledge and understanding of the FCA regulations
  • Effective communication, both written and verbal
  • Have a professional, proactive and positive attitude

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 a cheque for £200 if we assist them in securing a new career.

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