We are excited to be working on behalf of an award-winning IFA firm based in Ipswich, who are seeking a Trainee Independent Financial Advisor to join their expanding team.
This is a fantastic opportunity for an individual with prior experience within an IFA environment, who is looking to progress their career, work towards industry qualifications and ultimately become a fully qualified Financial Advisor.
Key Duties & Responsibilities:
* Carry out some financial planning calculations / tax calculations.
* Assist in consulting with the Wealth Manager on client investment, pension, and tax planning and making suggestions to the Wealth Manager and confirming proposed actions to the client.
* Effective time and caseload management.
* Support in the preparation of compliant suitability reports.
* Providing technical administrative support including set up of policies and Trusts, providing documentation required to enable changes to income/withdrawals, premiums, and funds, preparing meeting packs, processing client changes of details, sending and processing letters of authority, trading client funds and other investments as recommended by Wealth Manager
Skills & Experience:
* Minimum of 1 R0 unit towards the CII Diploma in Regulated Financial Planning qualification and willing to work towards gaining others required to attain the full Diploma.
* Experience working within an IFA firm is essential
* Excellent communication skills both written and verbal
* Strong analytical skills with attention to detail and accuracy
* Strong organisational skills with flexibility to meet different tasks, requirements and expectations whilst remaining calm, and be able to prioritise accordingly whilst meeting deadlines
Benefits:
* 23 days holiday + BH (increasing with length of service) and additional company Christmas leave
* Full study support and study day
* Free parking
* Gym Membership
* Hybrid working
* Flu jabs paid for
* Sick pay
* Health Cash Plan (non-contributory)
* Workplace Contributory Pension Scheme
* Group Life Cover / Death in service (4x salary)
* Theatre discount
* Eligibility to participate in the discretionary annual bonus opportunities
* Employee Assistance Programme (EAP)
* Private Medical Insurance (contributory basis)