Watson French Ltd are soon to commence interviews for a new Graduate Trainee Independent Financial Adviser (IFA) to undertake an initial training period of 18 months fully-supported study, while gaining experience by working with the Managing Director, Chairman and administration team on all aspects of the financial advice process.
Upon successful completion of the Level 4 Diploma in Regulated Financial Planning, the graduate will be promoted to the role of Associate IFA and will continue ongoing qualification to Chartered Financial Planner status (the highest level of qualification), before becoming a client-facing IFA.
The successful graduate will assist in all aspects of the business (in a non-client facing role) during the initial graduate training period, working directly with and being mentored by the Managing Director and Chairman. The relationship with the Managing Director and Chairman will be along the lines of right-hand person, assisting with all aspects of the advice-giving process.
The graduate will also work towards attainment of the Level 4 Diploma in Regulated Financial Planning after 18 months. This is a challenging technical qualification which covers financial services regulation, investments, pensions, taxation and protection. All training is fully financially supported and one day per week is allowed for study at home.
Successful completion of the graduate training period and qualification will lead to promotion to Associate IFA. This role continues the theme of developing the experience and interpersonal skills required to advise clients, alongside studying for the highest level of financial services qualification (Chartered Financial Planner status) over a period of three years.