Trainee Financial Adviser

Trainee Financial Adviser

Location: Cheltenham (Home Based)

Salary; £50,000 - £60,000

We are working with a well established Cotswolds based IFA who are looking for a Trainee Financial Adviser. The role has become available as the founder of the business is looking to take a step back from advising and wants to personally train their replacement to takeover their clients.

The firm are based in Oxfordshire however this role will be focused on a client base centred around Cheltenham. There are approximately 100 clients to take over with a significant aum of over £50m. In the first year the Trainee Financial Adviser will work closely with the principal to build relationships with their long standing clients to provide a smooth transition when they step back.

This is an amazing opportunity for a technically minded Paraplanner who is looking to take the next step into advice or a newly qualified adviser who is looking to gain experience with a HNW client bank.

What’s on Offer?

• Salary of £50,000 - £60,000 DOE
• Bespoke training program to become CAS qualified and take over a large client bank
• Fully remote work with fortnightly team meetings in Oxfordshire office
• Strong benefits package

What’s Required?

• Diploma in Regulated Financial Planning
• 2+ Years working in a Paraplanning role
• Experience in a client facing role
• Strong technical knowledge

What’s Next?

If you are interested in the Trainee Financial Adviser position please apply now and if you meet the requirements one of our consultants will be In touch with you shortly.

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