Trainee Financial Advisor

6 months ago


Isle Of Man, United Kingdom IIM Limited Full time

IFA practice based in Douglas with clients located within the IOM and UK is looking to bolster its team with an IOM resident trainee financial adviser.

Ideally you will be educated to graduate level and either looking to start your career or considering your next career step.

Initially your role will be office based, taking on the role of administration for clients with both information gathering and implementation tasks being undertaken. Quickly you will progress to a more planning role, using the information you have gathered and working with our existing advisers to construct a suitable plan for clients to meet their needs and goals.

Whilst you are office based and learning the key skills required for the role you will embark on your journey to become a qualified financial adviser with a series of examinations. These may involve time spent off island at training events but will be more focused around study time at home and in the office.

This is an opportunity for a somebody with a strong work ethic and a positive approach to financial services to create a lifelong career helping people achieve their financial goals.

Applicants are invited to the role who are primarily Isle of Man based, although consideration may be given to those seeking to relocate and whom already hold the required work permits for either the Isle of Man or United Kingdom.

Pay: £22,500.00-£26,000.00 per year

Schedule:

- Monday to Friday

**Education**:

- Bachelor's (preferred)

**Location**:

- Isle Of Man, IM1 1eb (preferred)

Work Location: In person



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