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Appointed Ltd
,
Westerham, Kent
Junior IFA
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Job Type: Full-time |
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Salary: £35,000 per annum |
Overview
A well-recognised financial planning practice have an exciting opportunity for a Trainee Financial Planner to work between Sevenoaks and London. Shadowing an experienced financial planner with £40m Funds Under Management from around 200 active clients who are based mainly in London. This is an amazing long-term option for the successful candidate as you will be expected to take over the existing adviser’s client bank over the next 5 years. You will join a team of 12-14 team members based in a beautiful office in Sevenoaks, made up of 7 Financial Planners and their Paraplanning and support staff. They are looking to pay a starting salary of between £35,000-£45,000, with a generous bonus scheme. They will also provide full support for further industry qualifications. My client is looking for an experienced financial planning professional who has achieved their Level 4 Diploma in Financial Planning/ one RO exam away. You will have been working in IFA practice environment and looking to take the next step in your career as a financial planner in a purely client facing role, developing alongside an experienced financial planner. You will be confident, hardworking and ambitious to excel in the financial planning world and show commitment to a longer term career prospect.