Trainee IFA: Hybrid Role with Career Growth

Burton Recruitment; Lancashire; Hybrid; GBP 30,000 - 45,000; Full time

Benefits offered by this job

Hybrid work

Career development

Competitive salary

Job summary

Burton Recruitment is supporting a forward-thinking financial planning firm in recruiting a Trainee Independent Financial Advisor. The role offers high-quality holistic advice to a diverse client base including HNW & UHNW clients.

You will be progressing from Paraplanner or IFA Administrator with DipFA or DipPFS or equivalent, working with experienced advisers to deliver workplace pensions, employee benefits and corporate protection. Hybrid working is available.

Qualifications

• DipFA or DipPFS qualification or equivalent.
• Ambitious, driven, and dynamic Paraplanner or IFA Administrator seeking progression.
• Willingness to support workplace pension services, employee benefit solutions and corporate protection.

Responsibilities

• Support delivery of workplace pension services and employee benefit solutions to employers and employees.
• Assist advisers in delivering holistic financial planning and bespoke solutions across sectors.

Education

DipFA or DipPFS qualification

Job description

Burton Recruitment is supporting a forward-thinking financial planning firm in recruiting a Trainee Independent Financial Advisor. The role offers high-quality holistic advice to a diverse client base including HNW & UHNW clients.

You will be progressing from Paraplanner or IFA Administrator with DipFA or DipPFS or equivalent, working with experienced advisers to deliver workplace pensions, employee benefits and corporate protection. Hybrid working is available.