Expert Financial Planning Professional

6 days ago


Colchester, Essex, United Kingdom Heat Recruitment Ltd Full time
Trainee Adviser Opportunity

A reputable and established IFA is seeking a driven and motivated individual to join their team as a Trainee Adviser.

The company has experienced steady growth over the years, and their success can be attributed to their ability to develop strong relationships and balance professionalism with friendliness.

This firm has created a culture that prioritizes client focus and encourages everyone to achieve their goals.

This is an excellent chance to join a firm that offers a comprehensive training program to become a well-established Adviser.

As a Trainee Adviser, you will work with a team of experienced administrators, paraplanners, and Advisers to learn the methods and practices used by the firm.

Progression is highly encouraged and supported throughout your career.

Key benefits include:

  • Up to £35,000 salary
  • Professional development and training
  • Life assurance
  • Income protection scheme
  • Private health cover
  • Enhanced maternity, paternity, and adoption package
  • Long service awards
  • Paid volunteer days
  • Employee wellbeing commitment
  • Events and socials
  • Standard working hours: 9am to 5:30pm

To be considered for this role, you should:

  • Be working towards either the DipFA or DipPFS qualification
  • Have previous experience working in a similar financial services environment
  • Possess excellent communication and attention to detail
  • Be motivated with a passion for financial planning

Apply today to be considered for this Trainee IFA opportunity, and refer a friend or colleague to receive £200 if we assist them in securing a new career.



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