Trainee Financial Planner – Path to Chartered Advisor (Hybrid)

Eden Rose; Stourport-on-Severn; Híbrido; GBP 41.000 - 50.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Salary + bonus

Pension scheme

Death in service

Income protection

CII exam support

Career development

Wellbeing services

Social events

Agile & home working

8% pension match

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

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

Conocimientos

Paraplanning

Trainee IFA

Client facing

Diploma CII

Working towards Chartered

Willingness to learn

Educación

Diploma CII

Working towards Chartered

Descripción del empleo

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.