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Trainee IFA

Heat Recruitment
Posted 14 hours ago, valid for a month
Location

Colchester, Essex CO6 3JQ, England

Salary

£30,000 - £36,000 per annum

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Contract type

Full Time

Life Insurance

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A reputable IFA is looking for a motivated individual to join as a Trainee Financial Adviser.
  • The role offers a salary of up to £35,000 and requires previous experience in a financial services environment.
  • The company promotes a client-focused culture and provides a comprehensive training program to support career progression.
  • Candidates must be working towards the DipFA or DipPFS and possess excellent communication skills.
  • This position includes various benefits such as life assurance, private health cover, and paid volunteer days.

A reputable, established IFA is seeking a driven and motivated individual to join them as a Trainee Financial Adviser.The company has experienced steady growth over the past few years and has achieved this through developing strong relationships and their balance of professionalism and friendliness has a big part to play in their success.

This firm has created a culture where the business remains client-focused and encourages everyone to achieve their goals.

This is a fantastic chance to join a firm that can offer you a training program to become a well-established, reputable Adviser. You will be working with a team of experienced administrators, paraplanners, and Advisers to learn the methods in which this firm works. Progression is highly encouraged and supported throughout.

Benefits:

  • Up to £35,000
  • 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
  • Hours: 9am to 5:30pm

What’s needed to be considered?

  • Working towards either the DipFA or DipPFS
  • Previous experience working within a similar financial services environment
  • Excellent communication, both written and verbal, and attention to detail are essential to succeed
  • Motived with a passion for financial planning

What's next?

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

Job Synonyms: Trainee IFA, Financial Planning, Financial Consultant, Adviser, Paraplanner, Report Writer

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.