Trainee Independent Financial Advisor - Hybrid Growth Path

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, 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