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Para-planner/trainee financial adviser
A unique opportunity to join a long-standing successful financial practice.
We are looking for a para-planner/trainee financial adviser. The position will provide a decent basic salary and benefits package. In addition training will be fully funded and supported by the firm. We can also consider assisting the successful candidate with house purchase. In short; this is a development position and we intend investing in the successful individual for the long term.
The primary duties will be:
Assist the existing advisers with the day to day running and administration of the IFA division
Help modernise the IFA record keeping; database and reporting standards under the supervision of the MD
Assist with existing marketing campaigns and help develop further campaigns and strategies to expand the IFA division
Assist the MD with compliance duties
Build and develop good relations with regulators and suppliers
This is a development role with study fully funded by the Firm.
In addition to “on the job” training in our various systems and compliance processes the candidate will be enrolled with the Institute of Financial Services (IOFS); being renamed as The London Institute of Banking and Finance (LIBF). The qualification process will be two-stage with bonus awarded for achievement of each qualification:
Stage 1 - Achieve the qualification “Certificate in Financial Administration and Planning” (CeFAP)
Stage 2 – Achieve the qualification “Diploma for Financial Advisers” (DipFA)
The DipFA will be split into constitute units (FRSE and AFA) with stage bonus applying for achievement of each unit.
We do not respond to recruitment agency enquiries.