Trainee IFA

Report

Ad nr: 126309
Published: 27 March 2024, views: 0

 

 

Main characteristics

Location
Farnham, Surrey
Company
Optima Recruitment
Salary
£25000 - £35000/annum
Employment type
Permanent
Category
Accounting / Financial / Insurance

Job summary

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

Job Description:

* 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 isnt 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


Inform me about similar jobs:

By registering the Job Alert you accept the provisions of our Terms of Use.

Published: 27 March 2024, views: 0


Company: Optima Recruitment

Location: Farnham, Surrey

Salary: £25000 - £35000/annum


Category: Accounting / Financial / Insurance
Employment type: Permanent


Additional information:

Optima Recruitment

Application for the position: Trainee IFA

Full name:• required field •

Your e-mail:• required field •

Message content:• required field •

Attachments: • Curriculum Vitae, cover letter, other •


Report about similar jobs

Next-Jobs informs that the company publishing the job offer is the administrator of personal data processed in this recruitment process.
By applying you accept our Terms of Use.
Adecco :: Skelmorlie, North Ayrshire :: over 30 days ago
Adecco

Adecco, the sole supplier of vacancies at Amazon Gourock is now hiring for roles based at Amazon Fulfillment Centre, (GLA1) Amazon Gourock, 2 Cloch Road, Gourock, Inverclyde, PA19 1BQ. £9.70 per hour (days) to £11.46 per hour (nights) Overtime rates between £14.55 per hour to £19.40 per hourHealth and safety are a top priority with all of Amazons roles and sites. Amazon continues to consult with medical and health experts, and take all recommended precautions in buildings and stores to keep people healthy. Amazon has taken measures to promote ...

Warehouse
Report
£28000 - £32000/annum Up to £32,000 + bonus
Pybus Recruitment :: Hessle, East Riding of Yorkshire :: over 30 days ago

Job Title: Motor Vehicle Technician Location: Hessle, Hull, HU13 0AB Salary: Up to £32,000 dependent upon experience and qualifications + bonus OTE £38,400- £40,000 Full Time and Permanent Working hours: Monday Friday 8am 6pm with 1 hour lunch 1 in 3 Saturdays 8am 12pm Our client has a turnover of approximately 250 million and employs over 700 members of staff across 12 dealerships and 1 dedicated service centre. They are looking to recruit a Motor Vehicle Technician / Mechanic to join their busy service team in their Hessle, Hull site. Our clients performance has been continuing to grow as well as being recognised for the quality of service ...

Automotive / AerospacePermanent
Report
Matchtech :: Bristol (County) :: over 30 days ago

About the Opportunity Our client are offering an exciting opportunity to join their growing team of System Engineering professionals to work on a range of projects for our diverse client portfolio that covers Critical National Infrastructure, National Security, Defence and Nuclear market sectors. The team is growing fast and they are looking for a self-starting, motivated and experienced Cyber Security Consultants to operate across the full spectrum of security engineering activities in support of the design, development, integration, delivery and in-service support of complex technical projects. You will support the delivery of existing ...

Military / Emergency / GovernmentPermanent
Report
Girling Jones Ltd :: Langport, Somerset :: over 30 days ago

Are you a General Foreman seeking a new freelance opportunity to work with a specialist heavy civil engineering division? In this role, you will have the responsibility of safely planning, procuring, managing, controlling the undertaking of complex works. You will lead and work alongside operational staff to support delivery and achieve targets whilst assisting in the development of, and ensuring compliance with, risk assessments to ensure that all relevant procedures are adhered to. We are looking for you to bring: * Significant technical and practical knowledge in the management and delivery of complex tasks * Good verbal communication ...

Construction / Skilled TradesContract
Report
Start Your New Career :: Glasgow, Glasgow :: over 30 days ago

We have partnered with one of the UK's leading providers of IT contract services to provide a real opportunity for individuals to begin a career as a Trainee IT Technician. If you think you're the right match for the following opportunity, apply after reading the complete description. Are you interested in a job embarking on a technical IT career? Are you frustrated that no one will give you that first chance? Are you friendly with great customer service skills? Utilising our training materials and our partner client's ongoing need for around 50 Trainee IT Support Technicians each month, we are able to offer an opportunity that ...

ITpermanent
Report