Trainee IFA

Vision FS Recruitment
13 Apr 2019
21 May 2019
Contract Type
Full Time

A long established, well regarded UK Financial Advisory firm with a solid reputation for providing clients with trusted long term advice seeks a Trainee IFA to join its South London office.

The company is proud to provide independent, holistic advice to clients on a range of products that complement the clients' personal goals and objectives. This is a rare opportunity for a Trainee Financial Advisor to be fully supported by a large, well-established firm who wants to build a career in face to face financial advice.

The role is based in South London, where you will begin receiving training and on-the-job training, working alongside a leading Adviser at the firm, learning their skills.

Role responsibilities include: Undertake frequent client meetings with existing and prospective clients, provide holistic financial planning to prospective and existing clients, meeting their financial goals and objectives, act in a compliant manner, deliver an outstanding level of customer service and ensuring you adhere to the FCA rules and regulations, professionally service the needs of existing clients, create new opportunities via networking and referrals and look to build a network of professional introducers. Generate a pipeline that is of sufficient level to meet planned business targets In line with business standards, ensure all client data, business transactions and information is recorded in a timely manner, attending seminars and conferences.

This role is ideally suited to a Diploma in Financial Planning/Level 4 qualified candidate who is currently an experienced Paraplanner within an IFA/Financial Planning firm. The role pays a competitive salary of up to £50,000 plus a comprehensive benefits package.

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