Trainee IFA
Perm
Wetherby
West Yorkshire
Negotiable, depending on experience
Financial Services
Financial Services
572007
Some jobs sell themselves.
It's an employed trainee financial planner job at a time when that’s sadly quite rare. But it goes way beyond that.
This firm have crafted a detailed plan of how you’ll start as a paraplanner but become a financial planner. And not just that - a financial planner in a specialist field advising clients after a serious injury settlement.
There's no set timeframe for becoming an adviser to the firm's clients - it could be 12 months, it could be five years. It all depends on where you're at now and how you develop. That said the pathway is all laid out in writing so you know exactly what you need to do to get to that end goal. And as you evidence the technical and soft skills you need to pick up you’ll move to the next stage of your development.
Total clarity. Total accountability. Total commitment.
You'll also learn from the best, a planner who has trained other high profile specialists in their career. Their guidance will lead you to becoming an expert and to ultimately take over as the main specialist planner at the business when they retire.
As you develop into advice you'll be paraplanning (reports, drafting letters, formulating advice etc). You'll attend meetings with clients and solicitors from an early stage. And you'll learn about the serious injury specialism and what it takes to be a first-class planner within it.
The firm itself is a modern financial planning firm. We've worked with them before and they nurture their staff, continue to find ways to improve and are happy to invest in their employees.
Depending on experience for example they'll pay up to £50,000 especially if you are "ready" to make the transition into advice.
Alongside that there's:
HERE'S WHAT YOU'LL NEED:
You'll be a paraplanner with or approaching level 4 status. You'll want to become a planner in the next five years and have the soft skills required for that.
Commitment is vital. You aren't just learning how to be a financial planner, you are learning a complex, specialist field. What's more one day you'll be an expert witness in a courtroom - you need to be prepared for the work that comes with that. So you'll have to show at interview how you've learnt in the past (e.g. exams, AF papers, a degree etc).
You'll also be able to combine empathy with your client's situation with the professional job you are there to do. This is a difficult balance to get right and something you need to consider.
Given the nature of the job and your learning pathway you'll be in the office most days whilst getting established. After that it's hybrid (3 days in the office).
——————————————————————---------------------------------------
Ready to take that step into advice and what’s more, do it properly?
Click apply. If you don’t have a CV don’t worry we can come to that later.
Everyone will receive a response.
It's an employed trainee financial planner job at a time when that’s sadly quite rare. But it goes way beyond that.
This firm have crafted a detailed plan of how you’ll start as a paraplanner but become a financial planner. And not just that - a financial planner in a specialist field advising clients after a serious injury settlement.
There's no set timeframe for becoming an adviser to the firm's clients - it could be 12 months, it could be five years. It all depends on where you're at now and how you develop. That said the pathway is all laid out in writing so you know exactly what you need to do to get to that end goal. And as you evidence the technical and soft skills you need to pick up you’ll move to the next stage of your development.
Total clarity. Total accountability. Total commitment.
You'll also learn from the best, a planner who has trained other high profile specialists in their career. Their guidance will lead you to becoming an expert and to ultimately take over as the main specialist planner at the business when they retire.
As you develop into advice you'll be paraplanning (reports, drafting letters, formulating advice etc). You'll attend meetings with clients and solicitors from an early stage. And you'll learn about the serious injury specialism and what it takes to be a first-class planner within it.
The firm itself is a modern financial planning firm. We've worked with them before and they nurture their staff, continue to find ways to improve and are happy to invest in their employees.
Depending on experience for example they'll pay up to £50,000 especially if you are "ready" to make the transition into advice.
Alongside that there's:
- A discretionary bonus
- 8% pension contribution
- DIS (4x)
- PMI
- 25 days holiday
HERE'S WHAT YOU'LL NEED:
You'll be a paraplanner with or approaching level 4 status. You'll want to become a planner in the next five years and have the soft skills required for that.
Commitment is vital. You aren't just learning how to be a financial planner, you are learning a complex, specialist field. What's more one day you'll be an expert witness in a courtroom - you need to be prepared for the work that comes with that. So you'll have to show at interview how you've learnt in the past (e.g. exams, AF papers, a degree etc).
You'll also be able to combine empathy with your client's situation with the professional job you are there to do. This is a difficult balance to get right and something you need to consider.
Given the nature of the job and your learning pathway you'll be in the office most days whilst getting established. After that it's hybrid (3 days in the office).
——————————————————————---------------------------------------
Ready to take that step into advice and what’s more, do it properly?
Click apply. If you don’t have a CV don’t worry we can come to that later.
Everyone will receive a response.