AddressA fantastic opportunity has arisen with a well-established IFA practice for an ambitious individual looking to pursue career either as a Paraplanner or IFA in the future
Job Description:
- Working alongside current paraplanner who is now a qualified IFA ready to take on advising clients
- Research, recommendations, fact finds, report writing
- Assisting the IFA with preparation for meetings
- Spending time with the IFA Support Administration team, processing new and existing business, supporting the IFAs, liaising with providers
- Ensuring all work is carried out adhering to FCA legislation
- Compliance administration
- Liaising with clients
- Ensuring all information is recorded correctly
- Using Intelligent Office back-office system
- Involved with HNW clients; dealing with pensions and investments as well as protection cases
- Working towards the Level 4 Diploma in financial planning
Person Specification:
- Ideally somebody with 2-3 years’ experience of working in an IFA support role and looking for career progression
- Graduates that can demonstrate a desire for a career within wealth management will be considered
- Organised, efficient, professional, team player
- Strong communication, client relationship skills
- Somebody that works to a high standard, ensuring clients receive an exceptional service
- Numerate, ambitious, happy to work towards the level 4 Diploma in financial planning
Additional Information:
- Newbury based, 2 days working from home
- Salary depending on experience, likely to be £28-35k
- 9-6pm Monday to Friday
- Full support to acquire Level 4 Diploma in Financial Planning (including materials, study leave, exam costs)
