Trainee IFA

Trainee IFA

Job Title: Trainee IFA
Contract Type: Permanent
Location: Bournemouth, Dorset
Salary: Up to £35000.00 per annum + Benefits, bonus + study support
Start Date: asap
Reference: BBBH4959_1535721011
Contact Name: Dynamite Recruitment
Contact Email:
Job Published: August 31, 2018 14:10

Job Description

We are recruting on behalf of my client who is recruiting for a rare opportunity of a Trainee Financial Advisor.

Details are below..

As part of this team, you will be given in-house training, but you will also be expected to seek learning opportunities to make sure that you are able to give the highest quality advice possible. In order to be in the best possible position to do this from Day 1, it is important that you are able to keep up-to-date with your Pensions and Investment knowledge, especially the more technical elements of pensions and be able to effectively communicate with your colleagues and clients.

Our client will assist you in attaining the competence to undertake effective annual client reviews. You will also receive compliance training in order to increase your ability to give advice even more, and to assist you in keeping up to date with new product, technical or legislative changes within the marketplace. You will also be assisting with the provision of advice to private clients, working with the Managing Director to ensure that new business targets are met, drafting reports and other letters of advice, and analysing financial data in order to undertake the research required to make suitable recommendations.

Ideally, you will have already attained the Level 4 Diploma in Financial Planning, and be hungry to progress in order to become a Chartered Financial Planner as soon as practicable. Because our client cares a great deal about the quality of advice given, they will provide financial support so you can undertake the necessary examinations. Because the team is relatively small, it will be very useful for you to have strong interpersonal skills, as well as a professional, proactive and positive attitude. The ability to effectively prioritise and organise your workload will be invaluable, as will your competent I.T, literacy, and numeracy skills.

You will receive a basic salary of up to £35k based on experience, with a significant increase upon attaining chartered status, strong fee earning performance will be rewarded in addition to the salary with the opportunity to earn bonus. If you wish to find out more on this role please contact Dynamite Financial Services 02392 455422

Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.