We are currently recruiting for a very well established wealth manager, who now due to growth are looking to source a Trainee IFA.

This is an exciting opportunity for someone who is passionate about financial planning, client service, and professional development. You will start as a paraplanner and progress to a fully qualified IFA.

Key Responsibilities:

Initially supporting advisers who wish to pass on their clients/leads, you will undertake research, prepare suitability reports, create financial plans and client reviews.

Engage with clients to understand their goals and build strong relationships

Working towards becoming a qualified IFA and managing your own / passed over client bank.

Requirements

Industry Experience: Minimum 4 years in financial services, with at least 2 years working alongside an IFA/Paraplanner or in a similar role

Qualifications

Ideally Diploma qualified

Skills & Attributes:

• Strong product knowledge and willingness to learn
• Excellent communication and interpersonal skills
• Client-focused mindset with high ethical standards
• Analytical and detail-oriented approach
• Positive ‘can do’ attitude and adaptability

Working Model:

• Hybrid

Interviews available immediately.

Elise @Coast