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Trainee IFA

Optima Recruitment
Job LocationFarnham
EducationNot Mentioned
Salary£25,000 - £35,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

If you have experience of working within the IFA sector, are working towards Diploma in Financial Planning and have the desire to work towards being an IFA, we would love to hear from you.

  • well established/highly reputable Chartered Practice
  • £25,000 - £35,000
  • Generating New Clients
  • Has a plan to generate new client referrals and acts upon it
  • Establishes rapport and manages ongoing relationships with Professional Connections, including generating new referrals
  • Managing Client relationships
  • Able to conduct proficient exploratory calls with potential clients
  • Able to adapt to different client types, recognising when a client is and isn’t appropriate for the business
  • Gains commitment to sign up
  • Manages fee expectations
  • Attends client meetings
  • Takes notes and makes asset statements after meetings
  • Analyzes information, makes appropriate recommendations, and communicates them clearly through suitability letters
  • Can work to hourly fee target
Person Specification:
  • Must have IFA experience in an admin or trainee paraplanning capacity, desire to work towards becoming an IFA
  • Well spoken, articulate, comfortable liaising with UHNW clients
  • Has high ethical standards
  • Knowledgeable of financial services products and adheres in line with FCA rules
Additional Information:
  • Based in Farnham
  • Salary: 25-35,000 (DOE, education and professional qualifications)
  • Mon - Friday 9-5.30pm
  • Full support in acquiring industry qualifications

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