Trainee IFA

  • Job Reference: DK2019/4
  • Date Posted: 29 May 2019
  • Recruiter: View Recruit
  • Location: Bristol
  • Salary: £28,000 to £35,000
  • Bonus/Benefits: plus bonus
  • Sector: Financial Services
  • Job Type: Permanent
  • Work Hours: Full Time
  • Contact: Damien Kelland
  • Email:

Job Description

Our client is seeking a trainee IFA to develop their career within a successful chartered practice. The expectation is that you have the diploma in financial planning, and ideally you will have had some exposure to the financial planning process. However candidates with the diploma and transferable skills from another career will be considered.

Full training will be given so dependent on your level of ability there will be an expectation to work alongside the existing advice team in order to become fully competent.

Once you are able to work as a stand-alone adviser you will be responsible for:


Seeing existing clients, providing an ongoing relationship whilst identifying new business

Further developing your client bank via referrals and networking

Ensuring full compliance with regulatory and business requirements


As mentioned full training will be given – this is an opportunity for a successful candidate to develop an excellent career in financial planning.

For further information please apply online or feel free to get in touch.