The Role: I am recruiting a Trainee Financial Adviser on behalf of Philip James Independent Financial Advice, a highly regarded IFA, based in Burford, Oxfordshire (OX18). The Opportunity: Working closely with the Director and Principal Adviser, this role provides an exceptional opportunity to learn to become a trusted independent financial adviser . You will attend client meetings from the outset (both on-line and face-to-face), taking notes and following up on action points arising. The work is generally not technically complex and paraplanning is straightforward (average clients have £250k assets under management) but exceptional client relationship management skills are key, with the ability to listen, build trust and deliver an exceptional service. You will receive the support required to become Diploma qualified (if you are not already) and, as your skills and experience develop, the opportunity to become a Chartered Financial Adviser. We expect the successful Trainee...