Edit Mode Tips

Edit this area to link the anchor link arrow to the section you want it to scroll on click

Trainee IFA

  • Location

    London

  • Sector:

    Wealth Management

  • Job type:

    Permanent

  • Salary:

    £50,000 - £60,000 plus benefits

  • Contact:

    Gary Raine

  • Contact email:

    gary.raine@bwd-search.co.uk

  • Job ref:

    GR-TIFA1

  • Published:

    2 months ago

  • Duration:

    n/a

  • Expiry date:

    2021-12-18

  • Startdate:

    ASAP

  • Consultant:

    #

Trainee IFA

  • London

  • £50,000 - £60,000

An exciting opportunity exists for an experienced and driven paraplanner looking to progress into financial advice.

As part of a new offering, our client seeks a diploma-qualified paraplanner (or trainee advisor) to join a newly created team that offers telephony / video-based advice to a wide range of clients.

Working from a London office with some home working flexibility you will provide advice across all areas of financial planning, often to clients with less the £500k of investable assets or clients with a preference for a cost-efficient service.

All clients and leads are provided and whilst the role will carry an expectation of production it is very much a consultative role, a role suited to a candidate who is great at building lasting relationships.

As a new division of the business, the role offers great scope for someone to put down roots in a newly established team and help shape and build an expanding division.

On offer is a basic salary of up to £60k with additional bonus opportunities.