Trainee Financial Advisor

Job Details

Reference ID 1120
Vacancy Location Chatham
Job sector
Job type
Remuneration Salary of up to £30,000 plus bonus and benefits


This Trainee Financial Advisor
job in Chatham, provides excellent opportunity to an aspiring Financial Advisor
to join a growing IFA firm that will provide excellent mentoring.

You will work closely alongside
a Director of the business, which will provide excellent insight into providing
high quality financial planning advice. This will include undertaking administrative
support duties for them, attending client meetings and learning the skills
required to become an effective Financial Advisor.

The plan is for you to progress
towards providing your own advice to clients within 12 – 24 months, depending
on your pace of progression, qualifications and skill. The company would
support with providing you with existing clients to undertake their ongoing
servicing and feed further clients into you as you develop.

Their goal is to help you become
a highly successful Financial Advisor

Trainee Financial Advisor

  • You must hold your part or full Level 4 Diploma in Financial Advice
    (or equivalent)
  • You should have current experience within financial planning, either
    as an IFA Administrator, Paraplanner or Trainee Financial Advisor
  • You should be ambitious, driven, and career-minded individual

The Company

Our client company is a long
established, medium sized IFA firm who are an ambitious, professional and
friendly team. They have built a successful business with high levels of client
retention. They are looking to continue growing their team and want like-minded
individuals to be part of their team.

Trainee Financial Advisor

  • Salary of up to £30,000 plus bonus and benefits
  • Excellent long term career potential within this company
  • Working from their impressive offices in Chatham, Kent with normal
    working hours



Call us now on 0208 0044 154 or click Apply

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