Trainee Independent Financial Advisor - Hybrid Career Path

Rayment Recruitment; Greater London; Hybrid; GBP 26,000 - 38,000; Full time

Benefits offered by this job

Death in service

Group income protection

Employer sponsored pension scheme

Performance-based bonus of 20%

Job summary

An independent wealth management firm in Central London is offering an exceptional opportunity for a Trainee Independent Financial Advisor. This role includes becoming a qualified IFA, working closely with clients, and benefiting from comprehensive training and support. The firm values teamwork and career growth, making it a great environment for aspiring financial advisors. Candidates should have at least 4 years in financial services and strong communication skills. The position offers competitive salary and performance-based bonuses.

Qualifications

• Minimum 4 years in financial services.
• At least 2 years working alongside an IFA/Paraplanner.

Responsibilities

• Support advisers with clients/leads.
• Undertake research and prepare suitability reports.
• Create financial plans and client reviews.
• Engage with clients to understand their goals.

Skills

Strong product knowledge

Excellent communication skills

Interpersonal skills

Client-focused mindset

Analytical skills

Detail-oriented

Positive attitude

Adaptability

Education

Diploma qualified

Job description

An independent wealth management firm in Central London is offering an exceptional opportunity for a Trainee Independent Financial Advisor. This role includes becoming a qualified IFA, working closely with clients, and benefiting from comprehensive training and support. The firm values teamwork and career growth, making it a great environment for aspiring financial advisors. Candidates should have at least 4 years in financial services and strong communication skills. The position offers competitive salary and performance-based bonuses.