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- Lord Financial Limited
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Senior Advisers within a leading City-based IFA firm are looking for bright, motivated individuals to join their Graduate Training Scheme.
The initial role will be as an IFA Assistant/Paraplanner in which the successful graduates will be helping the advisors prepare for client meetings. This usually includes portfolio analysis and review; product and provider research; risk profiling/fund selection; marketing and administration etc.
Alongside this the graduate will receive the training and technical support required to ensure the successful negotiation of the ‘Diploma in Financial Planning’.
This incorporates exams in RO1 – Financial Regulation & Ethics, RO2 – Investment Principles and Risk, RO3 – Personal Taxation, RO4 – Pensions & Retirement Planning, RO5 – Financial Planning and RO6 – Financial Planning Practice. Importantly, all the costs of this process are borne by the scheme.
Intensive, ongoing client-facing and advisory skills will be developed in order to allow the graduate to build a successful and lucrative career in financial services.
Once qualified, the graduate will have the opportunity to become an Independent Financial Adviser within our prestigious city office.
Our client-base consists of professional, high-net-worth individuals who mainly work within law and investment banking. We also work exclusively on an ‘in-house’ basis which means our clients come to see us in our offices.
Less time wasted travelling to and from meetings means more time to see clients and provide them with a professional service. These two things combined result in a very lucrative opportunity for the successful graduate.
We are in a position to help our clients with all aspects of their finances from recommending the best savings accounts through to structured portfolios designed for short, medium and long term tax efficient investment strategies and contingency planning.
Furthermore, our independent status allows us to find our clients the best and most appropriate products and services available for their needs as opposed to being ‘tied’ to a provider or panel.
Finally, this opportunity provides excellent remuneration potential for the right candidate. One of our core principles is to reward effort and ability in a clear and transparent way and to allow those who work within our group to achieve their goals.
- Dee Pattni
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