Trainee IFA (Adviser Academy)

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.

What our client is looking for

• c2 years experience + within financial services/ wealth management (essential)
• Previous client services administration experience (essential)
• Strong academic background (essential)
• Studying towards CII Level 4 Diploma (desirable)
• Basic paraplanning experience (desirable)
• 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 £40,000
• 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.