Trainee Financial Adviser

Trainee Financial Planner - Lincoln, East Midlands

Ref: 1559Tuesday 28 May 2024

Up to £45,000

Trainee Independent Financial Adviser, partner with the firms Leading Financial Adviser


Are you ready to embark on a journey with a firm that’s not only steeped in history but also at the forefront of financial innovation? We’re looking for a dynamic individual to become a part of our clients esteemed Wealth Management Team as a Trainee Independent Financial Adviser.


What is on Offer:

Generous Holiday Entitlements - More time for you!

Staff Discount on Legal Fees - We take care of our own.

Income Protection & Life Assurance - Your security, our priority.

Salary Sacrifice Pension Scheme - Planning your future, today.

Employee Assistance Programme - Because your wellbeing matters.


The Role:

You will be working alongside an experienced IFA with a view to building up a caseload. Leads come from your legal colleagues so we are looking for someone with drive, passion for the role and good at developing relationships

Engage with investments and pensions, and provide equity release and protection advice.

Fast-track your way to a Diploma and aim for Chartered status.


Your Qualifications:

Good at GCSE and A Level.

A valid Driving Licence (some travel required).

Degree level education (2.1 or above) in finance, economics, or law is a plus.

Diploma or part qualification in financial services.

Experience as  Paraplanner would be beneficial

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