Financial Planning Trainee — Global Growth Path

Prestige IFA Jobs; Al Ain; On-site; AED 220,000 - 294,000; Full time

Job summary

Prestige IFA Jobs is seeking entry-level Financial Planning Assistants to join a fully funded trainee programme. The first year focuses on learning the client journey, report writing, analysis, and using client tools while pursuing CISI and CII qualifications.

After year one, you’ll progress toward becoming a Financial Planner with ongoing support to complete more exams and build your career within the firm’s expanding offices across the region.

Qualifications

• No prior experience required; strong interest in a career in financial planning.
• Willingness to study and pursue CISI and CII qualifications.

Responsibilities

• Spend first year learning the client journey, reporting and analysis.
• Use client tools and processes; enroll in CISI and CII qualifications.
• Develop towards becoming a Financial Planner with ongoing training.

Skills

Attention to detail

Time management

Communication

Team collaboration

Education

CISI/CII qualifications path

Job description

Prestige IFA Jobs is seeking entry-level Financial Planning Assistants to join a fully funded trainee programme. The first year focuses on learning the client journey, report writing, analysis, and using client tools while pursuing CISI and CII qualifications.

After year one, you’ll progress toward becoming a Financial Planner with ongoing support to complete more exams and build your career within the firm’s expanding offices across the region.