Trainee IFA

Recruit UK
Cheltenham, UK
13 Jul 2019
21 Jul 2019
Contract Type
Full Time
Recruit UK are working on an excellent opportunity for a Trainee IFA in Cheltenham to join a Financial Planning firm. This is a chance to join an established yet still boutique Financial Planning business who are keen to develop their next generation of financial planners through their supportive training academy.

This role would see you working alongside and being mentored by an experienced financial adviser. The structure will give you complete exposure to the entire client journey, going out on client visits, researching and recommending products and supporting the client throughout the process. You will also receive a bonus from any business that you work on without the need to validate against salary.

Full training will be provided including funding studies through to diploma and beyond. Unusually, they do not require you to have already completed the level 4 diploma however experience within a financial planning business and relevant studies would be preferential.

This is a directly authorised and proudly independent advisory firm based with multiple offices within the Gloucestershire area. Having been established for over 30 years this is a business that truly understands the importance of excellent client care and the rewarding relationships that they have developed throughout the area over the years. The business continues to grow organically through existing client referrals and established professional introducer relationships with local solicitors and accountancy practices.

As a genuinely independent IFA firm, they are proud to offer a complete and holistic service to their clients, advising and planning around the individual's financial needs. The business is set up with a real emphasis on creating a comprehensive yet smooth approach to the individual client's requirements. They have a highly experienced and slick back office team who understand the importance of providing clients with comprehensive support in a timely manner.

These opportunities are extremely rare, so if this is of interest please do not hesitate to contact me to discuss.

What's in it for you:
  • Supportive Training and Mentoring
  • Bonus paid against written business
  • Fully funded exam support through to chartered
  • Clear and defined career progression

Skills and experience required:
  • Motivation to build a long-term career in financial planning
  • Experience in financial planning preferably in an IFA environment
  • Excellence in client care
  • An entrepreneurial mindset

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