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Trainee IFA Opportunity

2 months ago

Brierley Hill, Dudley, United Kingdom Heat Recruitment Full time

Job Summary

A leading Chartered Independent Financial Advisory Firm based in the West Midlands region is seeking a Trainee Financial Planner to join their team. As a Trainee Financial Planner, you will support one of the Senior IFAs in the company, work towards becoming a Chartered Financial Planner, and take over a small client bank.

About the Role

  • Support a Senior IFA in the company, gaining valuable experience and knowledge in financial planning.
  • Work towards becoming a Chartered Financial Planner, enhancing your skills and career prospects.
  • Take over a small client bank, developing your client-facing skills and building relationships with existing clients.

Requirements

  • Previous experience working within a financial planning firm.
  • Ideal candidate will have completed the Level 4 Diploma CII or be working towards it.
  • Client-facing skills and experience supporting an advisor previously.
  • A willingness to learn and develop in the role.

What We Offer

  • Generous salary and bonus scheme.
  • Group scheme benefits, including pension scheme, death in service, and income protection plan.
  • Career and personal development pathways.
  • Wellbeing support services.
  • Generous social budget and team away days.
  • Agile and home working policies.

How to Apply

Apply today to be considered for this exciting opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.