A 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:
1. Ideally somebody with 2-3 years’ experience of working in an IFA support role and looking for career progression
2. Graduates that can demonstrate a desire for a career within wealth management will be considered
3. Organised, efficient, professional, team player
4. Strong communication, client relationship skills
5. Somebody that works to a high standard, ensuring clients receive an exceptional service
6. N...