Trainee Financial Advisor

4 days ago

Stockport, Stockport, United Kingdom EXCHANGE STREET FINANCIAL SERVICES LIMITED Full time
About the Role

This is an exciting opportunity to join a modern financial planning firm as a Trainee IFA. As a Trainee Financial Advisor, you will be part of a small, fiercely independent company that prioritizes employee and client well-being.

The firm has a proven track record of developing its employees, with a clear plan in place to help you progress from a paraplanner to a financial planner within 12-18 months. You will have the opportunity to work with a team that values transparency, accountability, and commitment.

Key Responsibilities
  • Work as a paraplanner, with the opportunity to become a financial planner
  • Develop your skills and knowledge in financial planning, including cash flow modelling and experience with trusts
  • Contribute to the growth and success of the firm, with a focus on delivering exceptional client service
Requirements
  • Level 4 qualified and at least one AF paper under your belt
  • Experience in cash flow modelling, with Voyant experience preferred
  • Knowledge and experience of capital gains tax, investment bond encashments, and tapered annual allowance
  • Ability to work in a team environment and communicate effectively with clients
About the Firm

EXCHANGE STREET FINANCIAL SERVICES LIMITED is a modern financial planning firm that prioritizes evidence-based investing and employee well-being. The firm offers a competitive salary, benefits package, and bonus scheme, with opportunities for growth and development.

The firm is committed to creating a positive work environment, with a focus on employee satisfaction and client satisfaction. If you are a motivated and ambitious individual looking to start your career in financial planning, this could be the perfect opportunity for you.

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