Overview
Trainee Financial Planner / IFA – Graduate or Equivalent Programme.
Based London, City
Salary £30000 – £35000 – depending on skills and experience + bonus
- Are you a graduate or equivalent motivated to build a career in Wealth Planning?
- Do you know that becoming an Adviser within wealth planning is your ambition
- Would you thrive in an environment that can offer a clear progression road map and is goal orientated?
Our client, a dynamic and ever-growing award-winning financial planning company, is now looking for its next selection of Trainee Financial Planners, after several successful years of hiring at this level and nurturing these individuals
into successful advisers. This is an exceptional opportunity for an ambitious and high-achieving individual to
work with a focussed and friendly team and relish the chance to cultivate a career within Financial Planning.
The company are a Chartered firm, standing at around 90 employees and one of the other fantastic benefits with this role, is the team itself. Highly Supportive, encouraging, driven, and social – A perfect environment to learn and grow.
With this role, comes clear structure and markers for progression, and would suit anyone who thrives on achieving milestones and is serious about learning all aspects of financial planning and progression through to Adviser.
Beginning as a Trainee Financial Planner, firstly learning the ropes with administration, having full study support to achieve the CII Diploma in Financial Planning and progressing through to Adviser. Ideal for someone who is
and outgoing with a strong commitment to self-leadership.
Benefits of the role:
- Full progression through to adviser – but also with opportunities to branch out into other areas of the business as you develop your career and experience if desired.
- Full time, office-based role for probationary period of 6 months – then moving to a hybrid set up with 2 days from home
- Bonus scheme of up to 12% per year
- A dedicated academy manager to keep you on track and support you through the dedicated milestones.
- Clear financial milestones to achieve with pay rises for exams passed.
To be considered for this role, you must have:
- Degree educated (or equivalent)
- Passion for Financial Planning
- Have superb attention to detail and excellent numerical skills
- Desirable aspects for the role include:
- Any completed exams towards the Diploma in financial planning (or equivalent)
- Any prior experience working within financial services, or a wealth planning environment.
Please note that due to the high level of response, only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.