We are currently recruiting for a financial planning practice that are looking for a recently qualified Trainee/Junior IFA to join their team. The ideal candidate will be someone who is looking for their first step into Financial Advice. You will be required to already have the Level 4 Diploma. All training will be provided.

Job Purpose

As a Trainee Financial Planner you will assist in the provision of financial plans and advice to be prospective and existing private clients whilst studying towards the CII qualifications.

Job Role

• To learn all aspects of the firm’s financial planning proposition.
• To gain experience of both undertaking transactional work and assisting in the provision/ implementation of suitable private client financial advice in order to meet and/or exceed agreed activity targets.
• To assist in the delivery of independent financial plans and/or advice to private clients in accordance with internal/ regulatory standards by effective communication, workflow management and record-keeping / database management.
• To develop the appropriate technical and market awareness knowledge in order to assist the Private Client Financial Planners in providing effective advice.
• To ensure that the CPD requirements, as defined in the T&C handbook are maintained and logged as appropriate.
• To record/ maintain information on Adviser Office in order to allow work to be logged, tracked and internal records/ management information to be kept up-to-date.
• Communicate with the Financial Planning Team on any issues or findings
• To develop and apply technical knowledge gained from studies and on the job experience
• To have an awareness of the various services provided by the business.
• To maintain professional working relationships with clients
• Attending client social activities
• Attend all training courses as required