Trainee IFA
Farnham, Surrey
£30-35,000 + bonus potential
A rare and exciting opportunity has arisen with a well-established, successful and forward-thinking IFA practice for a dedicated individual looking for a fast-track role into becoming an IFA.
Duties & responsibilities:
* Shadowing business owner and other IFAs within the firm whilst training
* Paraplanning and technical support until CAS status achieved
* Supporting with research, reports and recommendations
* Attending meetings
* Completing CII Diploma in Financial Planning with full support of the company
* Acquiring CAS status to be able to advise clients
* Servicing the firms existing clients, dealing with new leads and business development
* Giving advice on life, pensions and investments to mostly individuals, some SMEs at all levels
Candidate criteria
* Experience of working within financial services, preferably IFA sector
* Desire to progress towards being an IFA
* Ideally completed Diploma in Level 4 (regulated financial planning) - the client will consider somebody that is 1 or 2 papers away from completion
* Confident communicator
* Ambitious team player
Additional information:
1. Farnham based; hybrid set up
2. Monday - Friday, 9-5.30
3. Exc...