Trainee Ifa - Essex, United Kingdom - Idex
Description
Hybrid (must be open to travel and have driving licence/vehicle)
A national IFA with a strong presence in Southern England have a superb Trainee Financial Advisor opportunity to be based from one of their offices in Essex.
The role would be ideal for either a newly qualified/junior Financial Advisor or a diploma qualified Paraplanner who is looking for that (sometimes difficult to find) first role in financial advising.
This will include accompanying the Advisor to client meetings, dealing directly with client queries, providing technical support and developing your overall exposure to the full client advice process.
As you develop in the role you will begin to conduct client meetings yourself (under the guidance of your mentor) with the aim of ultimately attaining Competent Advisor Status, SPS and then begin to develop your own portfolio of clients.
This is a fantastic opportunity to work for a leading IFA, learn from some of the best in the industry and develop your career in a structured and supportive environment with no ceiling on how high (and how quickly) you can go.
If you live in and around the Essex area, have acquired Diploma level 4 (or very close to) and are keen to start your development within a Trainee Financial Advisor role then please apply.
Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies.
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