The Money Partnership is a welcoming team ofIndependent Financial Advisers and Mortgage Advisors with a successstory to tell. Their business is growing with a base of loyalcustomers and have recently received direct authorisation from theFCA. To continue this growth they are ready to invest in their nextgeneration of Independent FinancialAdvisors.
Talent Tent is delighted to be workingwith the Money Partnership Team to find a Trainee IndependentFinancial Advisor who is ready to build their career in theFinancial Services Industry by building to full accreditationalongside their work.
Therole
The Money Partnership aims totake the worry away from making big financial decisions and workwith customers to guide them into a betterposition.
You will impact this in a number ofways;
* Providingexcellent customer service and representing the company positively
* Working with existingcustomers to help them address their financialneeds
* By providing competentfinancial advice undersupervision
* Keepingexcellent records according to the needs of both the FCA and thecompany
* Keeping up to datewith new product technical or legislative changes in themarket
* Seeking out newcustomers for the company and meeting yourKPIs
Inreturn you will receive all the support you need to become a fullyfledged Independent Financial Advisor (which could take as littleas one year!);
* Timeduring your working week for study and professionaldevelopment
* Mentoring andsupport from the Money Partnershipteam
* Fully funded IFAexams
* Career progressiononce you are fullyqualified
Aboutyou
Our ideal candidate will be anatural networker with some background in a financial or regulatedservice although this is not essential. You will already be partlyqualified as an IFA or have taken the first steps to being so.
A real desire to succeed in financial servicesis important and we will want to see that you have at least spentsome time researching the IFA profession. You will need to becomfortable developing your sales skills.
This isa small team with ambitions for growth so the ability to worktogether toward one vision will be essential as well as the agilityto respond to the changing needs of a growthbusiness.
You may not have 100% of thesecredentials but dont let this put you off we want to hear fromgreat candidates with the right motivations tosucceed.
Based in Risca Newport you will workfour days per week in the office and receive a generous holidayallowance of 28 days plus bank holidays.
As partof the growth strategy the Money Partnership has big plans forinvesting in their team and becoming an employer of choice in theindustry and we are looking forward to bringing great people onthat journey with us.
This is a regulatedindustry so successful applicants will be required to complete astandard DBS check credit check and full referencechecks.