Trainee Financial Planner - Worcestershire/West-Midlands - Up to £45,000
A Chartered IFA based in the West-Midlands are looking for a trainee Financial Plannerto come in and support one of the Senior IFA's in the company, work towards their CAS and become a signed off competent advisor, and take over a small client bank. The firm are based near Coventry, but there will be regular travel around the Worcester area, as this is where the Director lives.
Benefits
- Generous salary/bonus and profit share scheme
- Group scheme benefits - pension scheme, death in service & income protection plan
- Full support towards CII exams
- Career and personal development pathways
- Wellbeing support services
- Generous social budget and team away days
- Agile and home working policies
- 8% matched pension contribution
What’s needed to be considered?
- Previous experience of working within a Paraplanning or Trainee IFA role.
- Full Diploma CII qualified and working towards Chartered
- Client facing skills and have supported an advisor previously.
- A willingness to learn and develop in the role.
Synonyms:
Trainee IFA, Trainee Financial adviser, Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para-planner, Paraplanning, IFA, financial planning, wealth management, independent financial advice
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Contact Details:
Eden Rose (United Kingdom) Recruitment Team
