Financial Services Trainee
1 week ago
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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