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Date Added: TODAY

Trainee IFA

London, UK
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Company: TAYLOR JAMES PROFESSIONAL RECRUITMENT

Job Type: Permanent, FullTime

Salary: £38,000 - £42,000 per annum

We are exclusively partnered with a prestigious firm of financial planners who as a result of continued business growth are looking to expand their city based financial planning team.

This unique offering will see you form part of our client's inhouse 'Adviser Academy' & embark on a journey in becoming a fully qualified independent financial adviser.

NOTE: To be considered for this opportunity, candidates must be a level 4 qualified/ close to completion.

What our client is looking for

  • c2 years experience + within financial services/ wealth management (essential)
  • Level 4 qualified/ close to completion (essential)
  • Previous client services administration/ paraplanning experience (essential)
  • Strong academic background (essential)
  • Client meeting experience (desirable)

The academy offering

  • Full funded study support via CII
  • A structured & bespoke development plan
  • Expert training & mentoring
  • Client meeting experience
  • In depth understanding of the financial planning process

The package (whilst in the academy)

  • Starting basic salary of up to c£42,000
  • Attractive Bonus Scheme
  • Hybrid working (3 days in the office)
  • 30 days holiday + bank holidays (rising)
  • Full study support
  • Private Medical Insurance
  • Life Cover
  • Company Pension Scheme

To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul Taylor on LinkedIn.

Apply Now