Trainee IFA
Posted about 2 hours ago
Location
- Buxton
Reference
- Ref: BH-168281
Salary Package
- £38000 - £42000 per annum
Expiry Date
- Expires 27th Sep 2026
Job Type
- Permanent
Industry
- Finance
Trainee IFA
Location: Buxton
Contract: Permanent
Salary: £38,000 - £42,000 per annum + bonuses
Start Date: Flexible
Contact: greg.waite@servicecare.org.uk
Job Description
Service Care Solutions are currently working on behalf of a well-established Wealth Management business, who are looking to bring in an experienced Paraplanner or Senior IFA Administrator and transition them into a fully-fledged Financial Advisor.
The ideal candidate will be an ambitious, technical professional with previous experience in a Paraplanning or support function within an IFA firm, who is looking to progress their career in Advisory.
The firm provides all leads and will support the growth of an existing client bank for the Trainee IFA, as well as providing 100% funded study support and working towards CAS status for the Advisor.
A realistic £65k+ OTE in year 2, with no minimum threshold on a lucrative bonus structure – this role has fantastic earning potential for the successful candidate.
Candidates would be expected to work fully on-site in Buxton until CAS status is achieved, where more flexibility can be offered around the client bank and other work duties.
Candidates must be working towards or have completed their Level 4 Diploma with a willingness to complete further studies and progress to Chartered.
If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on 01772 208969 or email greg.waite@servicecare.org.uk
Service Care Solutions also offers a referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive the bonus once their probationary period has been completed.
Location: Buxton
Contract: Permanent
Salary: £38,000 - £42,000 per annum + bonuses
Start Date: Flexible
Contact: greg.waite@servicecare.org.uk
Job Description
Service Care Solutions are currently working on behalf of a well-established Wealth Management business, who are looking to bring in an experienced Paraplanner or Senior IFA Administrator and transition them into a fully-fledged Financial Advisor.
The ideal candidate will be an ambitious, technical professional with previous experience in a Paraplanning or support function within an IFA firm, who is looking to progress their career in Advisory.
The firm provides all leads and will support the growth of an existing client bank for the Trainee IFA, as well as providing 100% funded study support and working towards CAS status for the Advisor.
A realistic £65k+ OTE in year 2, with no minimum threshold on a lucrative bonus structure – this role has fantastic earning potential for the successful candidate.
Candidates would be expected to work fully on-site in Buxton until CAS status is achieved, where more flexibility can be offered around the client bank and other work duties.
Candidates must be working towards or have completed their Level 4 Diploma with a willingness to complete further studies and progress to Chartered.
If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on 01772 208969 or email greg.waite@servicecare.org.uk
Service Care Solutions also offers a referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive the bonus once their probationary period has been completed.
Greg Waite
Managing Consultant
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