Trainee Financial Adviser

Woolsack Barn Financial Planning Centre 24 Market Street Ely CB7 4LS

An exciting opportunity has arisen for a part qualified individual to become a Trainee IFA to work in a Chartered Financial Planning business based in the Cambridge area. Would you like the opportunity to follow a clear path to becoming a Chartered Financial Planner?

As a Trainee Financial Adviser you will be responsible for.....

  • Providing technical support and back up to the Chartered Financial Planners
  • Provide analysis, detailed research of funds and providers, report writing and product recommendations for presentation to clients and/or reports for sending to clients in conjunction with the paraplanning team
  • To provide assistance to the paraplanning team when workload dictates for all consultants
  • Facilitate all advice within a strict ethical and compliance framework and under supervision of the Chartered Financial Planner
  • Providing clear work requests to allow back office to support your client bank effectively whilst following processes
  • Developing a robust review process for clients of the Chartered Financial Planner and ensuring that service is delivered in line with the agreed fee / retainer / service level
  • Ensuring that internal systems are used effectively and accurately and that client detail is recorded and kept up to date

Essential requirements for a Trainee Financial Adviser

  • Some regulated exams (part Level 4 qualified)
  • Excellent communication skills
  • Previous relevant industry experience (Sales Support / Paraplanning / previous advisory experience)

Desirable Requirements for the Trainee Financial Adviser

  • Willingness to work towards Chartered Financial Planner status

In return you will be offered a salary of £30,000 to £40,000, generous benefits package and bonus structure.

Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role.

Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.