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Trainee IFA, Bath (JR-948)

£30000 - £35000 plus benefits and bonuses

Trainee IFA
£30,000 - 35,000 plus benefits and bonuses
City of Bath

A long established, well regarded Financial Advisory organisation with a solid reputation for providing clients with trusted long-term advice seek a Trainee IFA to join its Bath office. The Company are proud to provide independent, holistic advice to clients on a UK wide range of products that complement the clients' personal goals and objectives.

This is a rare opportunity for a Trainee Financial Advisor to be fully supported by a large, well-established firm who wants to build a career in face to face financial advice.

The role is based out of the offices in Bath. You’ll be provided with some clients that will generate a level of ongoing income and will work closely with a top adviser.

Excellent presentation and communication skills is a must!


  • Undertake frequent client meetings with existing and prospective clients
  • Provide holistic financial planning to prospective and existing clients, meeting their financial goals and objectives
  • Act in a compliant manner, deliver an outstanding level of customer service and ensuring you adhere to the FCA rules and regulations
  • Professionally service the needs of existing clients, create new opportunities via networking and referrals and look to build a network of professional introducers
  • Generate a pipeline to meet planned business targets
  • In line with business standards, ensure all client data, business transactions and information is recorded in a timely manner
  • Attending seminars and conferences

About You:

  • Hold the Diploma in Financial Planning
  • Experience working in a client facing role
  • Self-motivated and hungry to succeed
  • Professionalism, gravitas and integrity 
  • Strong communication skills with clients, administration staff and management
  • IT Literate
  • Keen to pursue further industry qualifications for professional development and desire to increase technical knowledge in specialist areas


  • Competitive Salary, commissions and a range of employee benefits
  • Continued support to develop professionally
  • Opportunity to progress
  • Admin, Marketing and lead generation
Job Role: 
Employment type: 
Employed (Full Time)
Financial Planning
Reference Number: