Are you an ambitious IFA Administrator looking to take the next step in your career? A fantastic opportunity has arisen to join a highly successful boutique firm of Financial Advisers based in Bridgend as a Trainee Financial Adviser.
The Role:
As a Trainee Financial Adviser, you will work closely with experienced Financial Advisers, shadowing them as you gain in-depth knowledge of the advisory process. You will receive full support as you progress towards becoming a qualified IFA, including dedicated time and resources to study for your Diploma in Financial Planning.
Key Responsibilities:
* Shadow Financial Advisers and assist with client meetings, case preparation, and financial planning advice.
* Gradually develop your own client relationships as you build experience.
* Work towards completing your Diploma exams, with full support from the firm.
* Learn how to create financial plans that suit clients' individual needs and goals.
What We're Looking For:
1. Experience as an IFA Administrator or in a similar financial planning role.
2. Ideally, you will have already started working towards your Diploma, although this is not essential.
3. A passion for progressing your career in financial advice and a desire to work with a firm that supports your development.
4. Strong communication skills and a client-centric approach.<...