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Alfred Recruitment LLP
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Taunton, Somerset
Trainee IFA
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Job Type: Full-time |
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Salary: £35,000 per annum |
Overview
Position: Trainee IFA Industry: Financial Services Salary: £35,000 - £48,000 Bonus Location: Taunton, Somerset Company: A Chartered IFA practice established in Taunton for over 30 years is now looking for the next generation of Advisers. This Chartered IFA practice provides a complete financial planning service to private clients across the South West and have been recognised as a Top 100 Firm in the UK by FT Adviser. Position: Due to current IFA’s recaching client capacity and a healthy stream of new business, this IFA practice is now able to grow their advice team with the addition of a Trainee IFA. Joining the firm as a Trainee IFA, you will have the opportunity to work 1-1 alongside a multi-award winning and industry recognsied Managing Director, who has personally trained every adviser in the business. Once trained and signed off, you will be provided with high quality leads as well as access to existing clients to start building your own portfolio. What’s on offer: Opportunity to join an award-winning Chartered IFA practice Work closely with the Managing Director, with comprehensive 1-1 training Structured training to get you advising as quickly as possible Team of administrators and paraplanners to support with clients Existing client bank to generate business and a high volume of leads Requested experience: Previous experience within a Financial Planning environment Hold level 4 Diploma as a minimum Experience providing administration and paraplanning support to advisers Ability to demonstrate strong interpersonal skills and a client centric mindset Prepared to work towards CFP status Progression towards Chartered (advantageous) Reference: 614