Trainee IFA

Job Overview

A well-established Financial Planning firm based near Milton Keynes is seeking a committed Trainee IFA to join their advisory team. The company has a strong history of success and a collaborative, positive workplace environment.

Responsibilities

Assist with client service operations and work closely with management to ensure efficient processes within the business.

Qualifications and Experience

• Level 4 qualification completed, with progression towards Chartered status preferred.
• Previous experience providing support to Advisers in an Independent Financial Advisor (IFA) context.
• Strong technical knowledge of financial markets and products.

Benefits and Perks

• Competitive salary range of £27,000 to £34,000 per annum.
• Transparent bonus program based on team performance.
• Support with exams including financial bonuses.
• Free parking facilities on-site.
• Charity day to contribute to worthwhile causes.
• Access to an onsite staff gym and electric car charging points.
• Participation in a pension scheme through salary exchange.
• Life Assurance coverage providing security for family members.
• Private healthcare insurance and optional health screening.

Additional Information

Applicants interested in this Trainee IFA role should apply promptly. If this position does not perfectly match your profile, the firm encourages reaching out to discuss other available roles. Referrals are welcomed, with a £200 reward if a referred candidate is successfully placed.