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Career Advancement Opportunity

2 months ago


Farnham, Surrey, United Kingdom KFS Recruitment Full time

Job Summary:

We are seeking a dedicated individual to join our team as a Trainee IFA at KFS Recruitment. As a Trainee IFA, you will have the opportunity to develop your skills and knowledge in the financial services industry.

Key Responsibilities:

  • Shadow experienced business owners and IFAs to gain industry insights and knowledge
  • Provide technical support and paraplanning services until achieving CAS status
  • Conduct research, prepare reports, and provide recommendations to support business growth
  • Attend meetings and contribute to business development
  • Complete the CII Diploma in Financial Planning with full support from the company
  • Acquire CAS status to advise clients on life, pensions, and investments
  • Service existing clients, handle new leads, and contribute to business development

Candidate Requirements:

  • Experience working in the financial services industry, preferably in the IFA sector
  • Desire to progress towards becoming an IFA
  • Ideal candidate has completed the Diploma in Level 4 (regulated financial planning) or is 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 IFA practice with a strong reputation in the industry
  • We offer a hybrid working setup with a flexible schedule
  • We provide excellent prospects and earning potential for our employees