Trainee Financial Planner

Eden Rose; Stourport-on-Severn; Ibrido; GBP 41.000 - 50.000; Tempo pieno

Vantaggi offerti da questo lavoro

Salary + bonus

Pension scheme

Death in service

Income protection

CII exam support

Career development

Wellbeing services

Social events

Agile & home working

8% pension match

Descrizione del lavoro

Eden Rose, a Chartered IFA based in the West-Midlands near Coventry, is seeking a Trainee Financial Planner to join and support a Senior IFA. You will work towards your CAS and become a signed off competent advisor, taking over a small client bank.

The role involves regular travel around the Worcester area, with agile and home working policies and comprehensive exam support through the CII.

This is a path to qualified wealth management, with generous salary, bonus and pension benefits.

Competenze

• Experience in Paraplanning or Trainee IFA role.
• Full Diploma CII and working towards Chartered status.
• Client facing experience.
• Willingness to learn and develop in the role.

Mansioni

• Support Senior IFA and manage a small client bank.
• Assist in CAS progression and becoming a signed-off advisor.

Conoscenze

Paraplanning

Trainee IFA

Client facing

Diploma CII

Working towards Chartered

Willingness to learn

Formazione

Diploma CII

Working towards Chartered

Descrizione del lavoro

Trainee Financial Planner - Worcestershire/West-Midlands - Up to £45,000

A Chartered IFA based in the West-Midlands are looking for a trainee Financial Plannerto come in and support one of the Senior IFA's in the company, work towards their CAS and become a signed off competent advisor, and take over a small client bank. The firm are based near Coventry, but there will be regular travel around the Worcester area, as this is where the Director lives.

Benefits

• Generous salary/bonus and profit share scheme
• Group scheme benefits - pension scheme, death in service & income protection plan
• Full support towards CII exams
• Career and personal development pathways
• Wellbeing support services
• Generous social budget and team away days
• Agile and home working policies
• 8% matched pension contribution

What’s needed to be considered?

• Previous experience of working within a Paraplanning or Trainee IFA role.
• Full Diploma CII qualified and working towards Chartered
• Client facing skills and have supported an advisor previously.
• A willingness to learn and develop in the role.

Synonyms:

Trainee IFA, Trainee Financial adviser, Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para-planner, Paraplanning, IFA, financial planning, wealth management, independent financial advice