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Date Added: Sat 05/10/2024

Trainee IFA

Colchester, UK
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Company: HEAT RECRUITMENT

Job Type: Permanent, FullTime

Salary: £30,000 - £35,000 per annum

A reputable, established IFA is seeking a driven and motivated individual to join them as a Trainee Financial Adviser.The company has experienced steady growth over the past few years and has achieved this through developing strong relationships and their balance of professionalism and friendliness has a big part to play in their success.

This firm has created a culture where the business remains client-focused and encourages everyone to achieve their goals.

This is a fantastic chance to join a firm that can offer you a training program to become a well-established, reputable Adviser. You will be working with a team of experienced administrators, paraplanners, and Advisers to learn the methods in which this firm works. Progression is highly encouraged and supported throughout.

Benefits:

  • Up to £35,000
  • Professional development and training
  • Life assurance
  • Income protection scheme
  • Private health cover
  • Enhanced maternity, paternity, and adoption package
  • Long service awards
  • Paid volunteer days
  • Employee wellbeing commitment
  • Events and socials
  • Hours: 9am to 5:30pm

What’s needed to be considered?

  • Working towards either the DipFA or DipPFS
  • Previous experience working within a similar financial services environment
  • Excellent communication, both written and verbal, and attention to detail are essential to succeed
  • Motived with a passion for financial planning

What's next?

Apply today to be considered for this Trainee IFA opportunity. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Job Synonyms: Trainee IFA, Financial Planning, Financial Consultant, Adviser, Paraplanner, Report Writer

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