Trainee Adviser (IFA)
JOB_53637384756683Job type
PermanentLocation
North WalesWorking Pattern
Flexible Working,Full-timeSpecialism
Ifa / Financial Adviser / Mortgage AdviserIndustry
Banking & Financial ServicesPay
To c£45,000 + benefits
Paraplanner / Trainee IFA: North Wales : To £45k + benefits
Your new company
What you'll need to succeed
What you'll get in return
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
An excellent opportunity has arisen within a highly reputable, well-established Chartered Financial Planning practice for a Trainee Adviser.
This is an ideal career opening for an ambitious and career-minded individual seeking a path to becoming a Financial Planner (IFA),
Your new role This is an ideal career opening for an ambitious and career-minded individual seeking a path to becoming a Financial Planner (IFA),
You will be provided with a structured training programme and full support to attain professional qualifications with a view to becoming a Chartered Financial Planner.
This will include working alongside highly qualified and experienced financial planners and attending client meetings.
The role will be tailored around your experience and qualifications.
This will include working alongside highly qualified and experienced financial planners and attending client meetings.
The role will be tailored around your experience and qualifications.
What you'll need to succeed
Experience of working in financial services in client support or planning is desirable; excellent communication skills, both verbal and written; strong analytical and numeracy skills; attention to detail, a passion for financial planning, client service skills, relationship building skills.
What you'll get in return
In addition to a highly competitive basic salary and benefits package, you will be provided with a high level of support to enable you to develop your skills and experience within a very professional set-up.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Trainee Adviser (IFA)JOB_536373847566832025-12-182026-03-19
Talk to Linda Leon, the specialist consultant managing this position
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JOB_53637384756683