Financial Planning Trainee
20 hours ago
Financial Planning Trainee
**Job Summary**
We are seeking a dedicated individual to join our team as a Financial Planning Trainee. As a Trainee IFA, you will have the opportunity to develop your skills and knowledge in financial planning, working closely with our experienced team.
**Key Responsibilities**
* Shadowing business owner and other IFAs within the firm whilst training
* Paraplanning and technical support until CAS status achieved
* Supporting with research, reports and recommendations
* Attending meetings
* Completing CII Diploma in Financial Planning with full support of the company
* Acquiring CAS status to be able to advise clients
* Servicing the firm's existing clients, dealing with new leads and business development
* Giving advice on life, pensions and investments to mostly individuals, some SMEs at all levels
**Requirements**
* Experience of working within financial services, preferably IFA sector
* Desire to progress towards being an IFA
* Ideally completed Diploma in Level 4 (regulated financial planning) - the client will consider somebody that is 1 or 2 papers away from completion
* Confident communicator
* Ambitious team player
**What We Offer**
* Farnham based; hybrid set up
* Monday - Friday, 9-5.30
* Excellent prospects and earning potential
**About Us**
We are a well-established, successful and forward-thinking IFA practice, dedicated to providing exceptional service to our clients. We are committed to supporting our team members in their career development and are excited to welcome a new Trainee IFA to our team.
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