Financial Services Trainee

1 week ago


Farnham, Surrey, United Kingdom KFS Recruitment Full time

Job Summary:

We are seeking a dedicated and ambitious individual to join our team as a Financial Services Trainee. As a Trainee IFA, you will have the opportunity to develop your skills and knowledge in the financial services industry, working closely with our experienced team of financial advisors.

Key Responsibilities:

  • Shadowing senior financial advisors to gain industry insights and knowledge
  • Providing technical support and assistance to the team
  • Supporting with research, reports, and recommendations
  • Attending meetings and conferences to stay up-to-date with industry developments
  • Completing a CII Diploma in Financial Planning with the support of our company
  • Acquiring CAS status to provide advice to clients
  • Servicing existing clients, handling new leads, and contributing to business development
  • Providing advice on life, pensions, and investments to individuals and SMEs at all levels

Candidate Requirements:

  • Experience working in the financial services industry, preferably in the IFA sector
  • Desire to progress towards becoming a fully qualified IFA
  • Ideal candidate will have completed a Diploma in Level 4 (regulated financial planning) or be close to completion
  • Confident communicator with excellent interpersonal skills
  • Ambitious team player with a strong work ethic

Company Information:

  • We are a well-established and successful recruitment agency, specializing in financial services recruitment
  • We offer a hybrid working setup, with a focus on work-life balance
  • Excellent earning potential and career development opportunities


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