Trainee Financial Adviser - Northern Home Counties

Basic to £40,000 - Operations
Ref: 439 Date Posted: Wednesday 06 Feb 2019
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Role:                            Trainee Financial Adviser

Location:                     Chelmsford

Remuneration:            Basic to £40,000

 

Superb, rare opportunity for a well qualified Paraplanner or Senior Administrator

Our client is a very well established, directly regulated IFA practice, based near Chelmsford. The firm is seeking to appoint a Trainee IFA, to work alongside & be mentored by the Directors & other IFAs. This is a very friendly & supportive firm, which provides a very happy, relaxed working environment & the opportunity to build a long term, fulfilling & very rewarding career.

You will undertake a structured training programme, in order for you to obtain CF30 permission from the FCA, Competent Adviser Status (CAS) & Statement of Professional Standing (SPS), whereupon you will then be given a bank of quality, loyal, existing clients to manage & develop, most of whom are located in Essex. There will be no requirement for you to look for or acquire new clients.

This position would be ideally suited to someone who is currently a Diploma qualified or Chartered Paraplanner, or Senior Administrator & who wishes to become an IFA.

Key skills, qualifications & experience:

  • Must be at least Diploma qualified
  • Committed to achieving Chartered status, if not already achieved
  • Good experience within Financial Services/Wealth Management, either as a Paraplanner or Senior Administrator
  • Excellent relationship management skills
  • Articulate, well presented & personable
  • Excellent  communications skills
  • Well organised & highly motivated
  • Stable career history
  • Strong desire to become an IFA

Remuneration & benefits:

  • Salary £35K-£40K, according to experience & qualifications
  • Excellent bonus scheme (unlimited)
  • OTE (once authorised) £60K+
  • Pension
  • PHI
  • Full training & development programme, leading to CF30 authorisation etc.
  • Superb career development opportunities

 

For further details email david@keillar.com , or call David Hill on 0797 999 6365