Trainee Independent Financial Advisor

Burton Recruitment; Blackburn; Hybrid; GBP 25,000 - 35,000; Full time

Benefits offered by this job

Hybrid working options

Professional development

Career advancement opportunities

Job summary

Our client, a forward-thinking financial planning firm, seeks a Trainee Independent Financial Advisor to deliver holistic advice to a diverse client base including HNW & UHNW individuals. Hybrid working options are available and full training and development are provided to progress from Paraplanner or IFA Administrator into advisory duties.

DipFA or DipPFS qualified candidates or equivalents are invited to apply, with opportunities to work alongside experienced advisers across workplace

Qualifications

• Already DipFA or DipPFS qualified or equivalent, you will currently be working as an ambitious, driven and dynamic Paraplanner or IFA Administrator who is seeking to progress their career into an advisory role.
• You will support the delivery of workplace pension services, employee benefit solutions and corporate protection arrangements to employers and their employees across a wide range of sectors.
• With the firm's full training and support your career will excel.

Responsibilities

• Support delivery of workplace pension services and employee benefit solutions.
• Assist advisers in providing corporate protection arrangements to employers and staff.

Skills

Paraplanner experience

Advisory progression

Education

DipFA or DipPFS qualified or equivalent

Job description

Our client, an established and forward-thinking financial planning firm is looking to expand its team with the addition of a Trainee Independent Financial Advisor, able to deliver high-quality, holistic advice and bespoke solutions to a diverse client base including HNW & UHNW clients

Already DipFA or DipPFS qualified or equivalent, you will currently be working as an ambitious, driven and dynamic Paraplanner or IFA Administrator who is seeking to progress their career into an advisory role

Working alongside experienced advisers, you will support the delivery of workplace pension services, employee benefit solutions and corporate protection arrangements to employers and their employees across a wide range of sectors

With the firm's full training and support your career will excel

In return they offer

• Highly competitive salary and benefits package
• Hybrid working options
• Professional and personal development and career advancement within a supportive environment

This is an exceptional opportunity for a Trainee Financial Advisor to advance their career, working within a collaborative and client-focused firm that values integrity, professionalism, and excellence in service delivery