Graduate Trainee Financial Adviser

4 weeks ago


Doncaster, United Kingdom IF Financial Ltd Full time

An excellent opportunity has been created for a highly motivated individual to join a well-established team with Fairstone Financial Management and to undertake a structured development programme with full study and exam support to become a fully qualified Financial Adviser.

**The role**

Initially you will be working in our Doncaster office alongside the Financial Planners and support team where you will gain invaluable experience and knowledge whilst assisting with client enquiries, providing research, reports and information for client meetings.

As your experience grows and you start to attain your qualifications, you will then be able assist with the more technical side of financial planning and also start to attend client meetings with the Financial Planners.

The Graduate programme is a fully funded 2 year training programme. Upon completion you will have achieved the Level 4 Diploma in Regulated Financial Planning and training to Competent Adviser Status.

At Competent Adviser Status (CAS) you will be tasked with servicing an existing client bank whilst building your own client base.

**About you**

**Salary**: £20,000.00-£22,000.00 per year

**Benefits**:

- Company pension
- Free parking
- On-site parking

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Doncaster, DN1 2EG: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Paraplanning: 1 year (preferred)

Work Location: In person

Application deadline: 09/06/2023



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