Trainee Financial Planner

2 weeks ago


St Ives, United Kingdom Heat Recruitment Full time

A reputable, established IFA is seeking a Trainee Adviser to join their thriving team. The company has experienced steady growth over the past few years and has achieved this through developing strong relationships and their balance of professionalism andfriendliness has a big part to play in their success.

This is a fantastic chance to join a firm that can offer you a training program to become an Adviser. You will be working with a team of experienced administrators, paraplanners and Advisers to learn the methods in which this firm works. Progression is highlyencouraged.

**What’s needed for me to be considered?**
- Working towards the level 4 diploma would be desired but not essential
- Previous experience working within a similar fast paced financial services environment
- Excellent communication, both written and verbal and attention to detail is essential to succeed

**Benefits**
- Full support and training towards becoming a financial advisor
- Study days and financial exams paid for.
- The chance to work closely with highly successful advisors.

**What's next?**

**Job Synonyms**: Trainee IFA, Financial Planning, Financial Consultant, Adviser, Paraplanner, Report Writer
LI-JM1


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