Apprentice Independent Financial Adviser (IFA)

Adanac Financial Services Limited
8 Manor Road, Yeovil, BA20 1UQ
£18,450.00 - £22,550.00 annually
21 May 2021
14 Jun 2021
Role Type
Apprenticeship, Higher
Start Date
As a result of our most recent IFA apprentice becoming qualified, the opportunity has arisen to join a well-respected and established independent advisory practice as an apprentice IFA.

To enable you to build up the practical skills, the background and the knowledge to become an effective Financial Adviser, the first step at Adanac is to become a proficient IFA support executive; we will provide you with in-house training to enable you to perform this role. Once fully competent in all aspects of the role, you will progress to join the financial planning team.

As part of the role you will be expected to:
  • Carry out administration duties around the financial planning process
  • Maintain client information accurately on the firm's financial planning software
  • Process and progress new business
  • Liaise with clients, providers and professionals
  • Attend regular meetings with managers and colleagues
  • Shadow the financial planners to observe and learn the financial planning process
  • Provide advice on all aspects of financial planning
  • Service existing clients through regular reviews
  • Build and develop trusted relationships with current and potential clients, providing personal and bespoke financial planning

Requirements and prospects

Desired skills

  • Numerate
  • Excellent organisational skills
  • IT proficient
  • Exceptional customer service skills with the highest attention to detail

Personal qualities

  • Honest, ethical, and always puts the needs of clients first
  • Confident communicator on the telephone and face-to-face, with the ability to easily build rapport
  • Has a genuine interest in financial planning
  • Proactive, having the ability to use own initiative and be a self-starter
  • Drive and motivation to deliver and exceed business targets
  • Ambitious for self-development and progression
  • Strong abilities to develop relationships and network in a professional environment
  • Positive outlook and emotionally resilient, with the ability to remain calm in demanding situations
  • Smartly presented

Desired qualifications

Educated to ALevel standard. GCSE maths & English Language grade 5 or above.

Future prospects

Salary rise to£26,650 on gaining DipFA qualification and £34,545 on reaching competent adviser status.

Opportunity toprogress to Chartered Adviser status; this will be encouraged and fully supported.

Things to consider

  • 21 days holiday (plus bank holidays) increasing to 25 days
  • Company pension scheme
  • Quarterly adviser bonus scheme
  • Company profit share scheme