Trainee IFA – Financial Planning


Trainee IFA – Financial Planning           J – 483

Lymm, Cheshire.

£25,000 – £35,000 – negotiable + benefits

Trainee Financial Adviser – Cheshire

Chartered IFA practice based in Cheshire require paraplanner to join their team with a view to registering the individual to enable them to take care of bank of clients from an advisory position.

The two highly experienced Advisers will help you achieve this by gently introducing you to new and existing clients whilst you accompany them on meetings conducting fact finds, and research and producing suitablility letters for them.

You will be supported and encouraged to achieve Chartered status and competent advisor status and be gradually handed a number of existing clients whom you have already built relationships with from providing technical support.

You will be provided withfull administration support by a number of quaified administrators

An excellent opportunity if you are a paraplanner wishing to gently progress in to an advisory position, with exsiting business and without new business targets.

If you would like a very clear progression plan, to become one of 3 Chartered Advisers in a Cheshire Village away from the hussle and bussle then apply for further information and a full job specification and company details.

If you do not have a CV, simply call or email 0161 973 0133 / or connect with me – Diana Sproston – on LinkedIN

To apply for this position please contact us for a discussion or email your CV to Diana Sproston here.

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