At a Glance
- Tasks: Join our Academy to become a qualified Independent Financial Adviser and gain hands-on experience.
- Company: Leading independent financial planning firm in the heart of London.
- Benefits: Starting salary up to £45,000, hybrid working, 30 days holiday, and full study support.
- Other info: Enjoy a structured development plan and ongoing mentoring for your success.
- Why this job: Kickstart your career in finance with expert training and real client interaction.
- Qualifications: Level 4 qualified or nearing completion, with 18 months experience in financial services.
The predicted salary is between 45000 - 45000 £ per year.
Are you ready to take the next step towards becoming a fully qualified Independent Financial Adviser? We’re exclusively partnered with one of the City of London’s leading independent financial planning firms, currently hiring Trainee IFAs for their in-house Adviser Academy.
Key Requirements
- Level 4 qualified or nearing completion (essential)
- Minimum 18 months experience within financial services (essential)
- Proven experience in client services administration or paraplanning (essential)
The Package (during the academy)
- Starting basic salary of up to c£45,000
- Attractive Bonus Scheme
- Hybrid working (3 days in the office)
- 30 days holiday + bank holidays (rising)
- Full study support
- Private Medical Insurance
- Life Cover
- Company Pension Scheme
Academy Offering
- Structured and tailored development plan
- Expert training ongoing mentoring
- Opportunity to gain hands-on client meeting experience
- Deep, practical understanding of the financial planning process
To be considered for this opportunity, please submit your latest CV and/or connect with Paul Taylor on LinkedIn.
Trainee IFA - Exclusive to Taylor James employer: Taylor James Professional Recruitment
Join one of the City of London’s premier independent financial planning firms, where you will embark on a rewarding journey to become a fully qualified Independent Financial Adviser. With a strong emphasis on employee development through our in-house Adviser Academy, we offer a competitive salary, attractive bonuses, and a supportive work culture that prioritises your growth and well-being, including hybrid working options and comprehensive benefits such as private medical insurance and a generous holiday allowance.
Contact Details:
Taylor James Professional Recruitment Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Trainee IFA - Exclusive to Taylor James
✨Tip Number 1
Network like a pro! Connect with professionals in the financial services sector on LinkedIn. Engage with their posts, ask questions, and don’t be shy to reach out for advice or insights about the industry.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios you might face as a Trainee IFA. We recommend doing mock interviews with friends or mentors to build your confidence and refine your answers.
✨Tip Number 3
Showcase your passion for financial planning during interviews. Share your experiences and what excites you about becoming an Independent Financial Adviser. Authenticity goes a long way in making a lasting impression!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Trainee IFA - Exclusive to Taylor James
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your Level 4 qualifications and relevant experience in financial services. We want to see how your background aligns with the Trainee IFA role, so don’t hold back on showcasing your skills!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about becoming an Independent Financial Adviser and how our Academy can help you achieve your goals. Keep it engaging and personal!
Showcase Client Service Experience:Since client services administration or paraplanning experience is essential, make sure to highlight any relevant roles or tasks you've undertaken. We love seeing how you’ve made a difference for clients in your previous positions.
Apply Through Our Website:We encourage you to apply directly through our website for the best chance of being noticed. It’s the easiest way for us to keep track of your application and ensure it gets into the right hands!
How to prepare for a job interview at Taylor James Professional Recruitment
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around the Level 4 qualifications. Be ready to discuss your experience in client services and paraplanning, as these are essential for the role.
✨Show Your Passion
Demonstrate your enthusiasm for becoming a fully qualified Independent Financial Adviser. Share why you're excited about the opportunity and how it aligns with your career goals. This will help you stand out!
✨Prepare Questions
Have a few thoughtful questions ready to ask during the interview. This shows that you're genuinely interested in the role and the company. Ask about the training process or what a typical day looks like for a Trainee IFA.
✨Dress to Impress
Even if the company has a hybrid working model, it's important to dress professionally for the interview. A smart appearance can make a great first impression and show that you take the opportunity seriously.
