Trainee IFA

  • Location:

    Surrey, England

  • Sector:

    Financial Services

  • Job type:

    Full Time

  • Salary:


  • Contact:

    Samuel Moss

  • Contact email:

  • Job ref:


  • Published:

    4 months ago

  • Expiry date:


  • Start date:

    16/03/2020 15:10:06

Trainee IFA, Surrey, £30,000-£35,000 + bonus + comprehensive benefits package

This is a fantastic and very rare opportunity for somebody looking to continue their development within regulated Financial Planning.

You will be joining a long established and very highly regarded firm of Chartered Financial Planners, where you will receive unparalleled support and training in order to get you up and running in an Advisory capacity.

Financial Services industry experience is essential, and you must be Level 4 Diploma qualified, however you do not regular a track record in or experience of carrying out a Regulated Financial Planning position. This means this opportunity is ideally suited to an ambitious and highly driven Mortgage / Protection Adviser, or somebody coming from a similar unregulated Advisory background, who has achieved their Level 4 Diploma, and is looking to utilise their experience in a move into a role as an IFA. This role could also be suited to a hungry Paraplanner, who is looking to make a move into an Advisory position.

You will be fully supported with a warm client bank and full technical and administrative support, as well as the close guidance of the practice Senior Financial Planner while you get up and running in the role.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.