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Trainee Ifa

4 months ago

Birmingham, United Kingdom MVPR Ltd Full time

MVPR Ltd are working with a highly successful, privately owned boutique Financial Advisory practice to recruit a Trainee IFA. The client works with HNW & UHNW individual and families, and they are an established and growing business. They are now seeking to recruit a Trainee/Junior Financial Adviser who will work directly with the existing IFA's of the practice.

The role will involve working alongside existing IFA's, speaking with clients on a daily basis and liaising with Paraplanner's and Support staff. You will also be given an active Client Bank which you will be required to service and grow.

You must be Level 4 Diploma or very nearly qualified and any additional exams towards Chartered would be an advantage, and you must have some client facing experience already in either Financial planning, Mortgages or even Paraplanning.

The client is looking for someone that values providing a high level of service to clients to fully understand their needs and long term financial objectives.

**Salary**: £18,215.48-£40,000.00 per year

**Benefits**:

- Company events
- Company pension
- Flexitime
- Life insurance
- Private medical insurance
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

Licence/Certification:

- DipFA Level 4 (required)

Work Location: On the road

Reference ID: RCLM3445