Trainee IFA

  • Shortlist
Location Lincoln , Lincolnshire
Sector Financial Services
Salary £25,000 - £40,000 Per Annum
Type Permanent
Consultant Lucy Warman
Ref 56627

Our Client is a bespoke independent Financial Planners, based in the heart of the East Midlands. Due to an extremely fruitful period of business, our client is now looking to expand by adding a new Trainee IFA to the Financial Planning team. 

The Opportunity

This is a fantastic position for an experienced Paraplanner to join a growing firm that can offer genuine career development by offering such a broad proposition of technical advice as well as offering exam and study support for candidates looking to further their technical knowledge and qualifications.

Due to the ongoing expansion on the Financial Planning side to this business, the successful trainee will have the chance to have an existing Client Bank topped up by a number of the firms existing Clients, alongside a steady lead source from the established Solicitor ties in place. 

Alongside this you will have a qualified and experienced paraplanning team to assist you and will be provided with a competitive employed salary and strong benefits being provided by a well-established firm.

What’s needed for me to be considered?

  • Level 4 diploma qualified
  • Excellent telephone manner and client facing skills
  • Driven and motivated to achieve targets
  • Track record or producing good levels of business within an IFA environment.

What next?

Apply today to be considered for this opportunity.  If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.  In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Job Synonyms: Financial Planner, Financial Adviser, Financial Advisor, IFA, Independent Financial Planner, Independent Financial Adviser, Wealth Manager, Wealth Planner