• Tel: 01444 410 276
  • Foundation Financial Planning, 2nd Floor, 38-42a South Road , Haywards Heath, West Sussex, RH16 4LA, front entrance next to HSBC Bank
  • RH16 4LA

 

Current opening as of February 2017

Graduate Independent Financial Adviser and Wealth Manager

 

This postion has been filled.

 

Foundation Financial Planning are a small firm of Independent Financial Advisers (IFA's).  We provide financial advice and recommendations to individuals, businesses and trustees.  We work with our clients on a wide range of financial areas to include the investment markets to preserve and grow their capital and ensure their financial arrangements are effective for the purposes of tax.  The learning environment allows access to a wide range of fascinating areas, legal financial and tax.  We are a close friendly unit working together for the benefit of our clients.

 

 

Graduate opportunities at Foundation Financial Planning

 

 

We are looking for a graduate to complete the Diploma in Financial Planning and then progress to Chartered Status if they desire it.  The support for these qualifications will include on the job training, seminars and online training. This is a rare opportunity to acquire experience in a fast moving exciting environment where financial expertise is used to benefit clients.  You will be involved in supporting our investment adviser in portfolio construction and arranging data for our client annual reviews where performance is valued and evaluated.  You will also support our administrator which will allow you to know the business from the inside.  You will be supported but get responsibility as well.

 

 

What are we looking for

 

We are looking for a 2:1 or above in any discipline and 280 UCAS points from your top 3 A-Level grades you may be able to apply with less than 280 UCAS points based on the context of your educational and personal experiences.  You will need to be able to work as part of a team, communicate at a prominent level and have enthusiasm initiative and drive.  Plus, We would like you to demonstrate these attributes at your interview