Junior Financial Adviser/ Trainee IFA (diploma qualified)

An expanding Wealth Management firm is recruiting for a Trainee Financial Adviser or Junior/Associate Adviser with a view to acquire existing clients and develop their client base.

This is an excellent opportunity for a driven and motivated diploma qualified individual with industry experience to make the move to Financial Advice, gain their CAS status and grow an existing client base. This role is ideal for an experienced paraplanner wanting to make the next step.

The company has grown over the past few years, adding to their already impressive existing client portfolio. Their outstanding reputation along with the quality of service provided has ensured that the organisation has gone from strength to strength mainly due to referrals and enquiries.

They seek an ambitious, client-focused and motivated individual with their diploma and client management experience to train up to be an adviser. Alternatively, they may consider someone very close to obtaining a diploma currently working within an IFA in a role such as a paraplanner or an adviser wanting to move from a tied environment with support.

They would offer support when making the move to such a role, with initial periods of up to a year if needed to learn the ropes if moving straight into advice with no experience before, as long as the desire is there. The Financial Planners are so busy that there are clients which need to be retained and looked after.

A competitive salary, benefits package, clients and OTE earnings are on offer but all open to negotiations. To be considered for this genuinely excellent opportunity, please get in touch as soon as possible to discuss confidentially.