Trainee IFA – Financial Planning J – 504
c£25,000 + bonus + benefits
Newly formed Wealth Management arm of an Independent Financial Adviser Firm near Macclesfield have a brand new opening for a Trainee IFA.
With 3 Directors and 14 Staff, the Wealth Management Director is looking to bring someone on board with a view to developing them in to an Independent Financial Adviser.
You will already be CeMAP qualified and have some good experience of selling Mortgages, you will also have embarked on the Financial Planning qualifications with a view to progressing your career in to giving financial advice. You may even have started in an Advisory role, although would like to move to a firm with more active clients to service.
This is your opportunity to make that move; the company will introduce you to existing clients to conduct annual reviews, and initially you will be supported in selling pensions and protection, alongside mortgages to high net worth individuals, where you will gain confidence and become the point of contact for warm new business leads from the FS side of the business. You will meet clients face to face, and spend approximately 2 days a week in the lovely offices. You will be rewarded with a good salary and commission on sales.
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