Trainee Independent Financial Adviser

Specialist Financial Recruitment Limited
Chelmsford, UK
16 May 2019
24 May 2019
Contract Type
Full Time
A superb, rare opportunity for a well qualified Paraplanner or an experienced Administrator.

Our client is a very well established, directly regulated IFA practice, based near Chelmsford. The firm is seeking to appoint a Trainee IFA, to work alongside & be mentored by the Directors & other IFAs. This is a very friendly & supportive firm, which provides a very happy, relaxed working environment & the opportunity to build a long term, fulfilling & very rewarding career.

You will undertake a structured training programme, in order for you to obtain CF30 permission from the FCA, Competent Adviser Status (CAS) & Statement of Professional Standing (SPS), whereupon you will then be given a bank of quality, loyal, existing clients to manage & develop, most of whom are located in Essex. There will be no requirement for you to look for or acquire new clients.

This position would be ideally suited to someone who is currently a Diploma qualified or Chartered Paraplanner, or a similarly qualified Senior Administrator & who wishes to become an IFA.

Key skills, qualifications & experience:
  • Must be at least Diploma qualified
  • Committed to achieving Chartered status, if not already achieved
  • Good experience within Financial Services/Wealth Management, either as a Paraplanner or Senior Administrator
  • Excellent relationship management skills
  • Articulate, well presented & personable
  • Excellent communications skills
  • Well organised & highly motivated
  • Stable career history
  • Strong desire to become an IFA

Remuneration & benefits:
  • Salary £35K-£40K, according to experience & qualifications
  • Excellent bonus scheme (unlimited)
  • OTE (once authorised) £60K+
  • Pension
  • PHI
  • Full training & development programme, leading to CF30 authorisation etc.
  • Superb career development opportunities

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