Role: Trainee Financial Adviser Package: Open to Negotiation Bonus Benefits Clients Provided Our client, one of the UK’s largest financial advisory firms, is looking for trainee advisers to join the business; Working predominantly within wealth management, the firm have bases all over the country that are eager to find driven, engaging, and ambitious professionals who wish to begin a career as a financial adviser. Due to their strong focus on developing and maintaining long-term and trusted client relationships, it is highly important to the firm that their trainee advisers possess honesty, loyalty, integrity, and an excellent work ethic. To be successful within this role, it is imperative that you will be a highly motivated, enthusiastic, and hard-working individual who can confidently and competently build strong rapport with their clients; Additionally, it will be crucial to maintain long-lasting client relationships while always developing new client relationships and opportunities. If you have experience within a face-to-face or client dealing role, and you either possess or are studying for the level 4 diploma in financial advice (CII, LIBF, or CISI), then the firm are eager to speak with you. Key Responsibilities You will provide financial advice to prospective and existing clients, meeting their financial goals and objectives; You must undertake frequent client meetings with existing and prospective clients while always providing a consistent service to all levels of client regardless of their business requirement. You will professionally service the needs of existing clients while creating new opportunities via networking and referrals. You will create a business plan with management and work towards agreed targets and goals; You will subsequently work hard to achieve business quality standards that comply with the firm’s procedures as set out in the agreed original (and future) business plan. You must act in a compliant manner and deliver an outstanding level of customer service while ensuring that you adhere to the FCA rules and regulations; To ensure maintenance of competence, you will regularly review your training needs and, in conjunction with your supervisor, you will address those needs in an appropriate and timely manner. You will undertake regular professional development to ensure that each client receives up-to-date and appropriate advice; Going forward, you will be fully supported in successfully completing regulatory training. In line with business standards, you will ensure that all client data, business transactions and information are recorded in a timely manner; Alongside this, you will communicate and liaise effectively with the back-office, management, and marketing teams. About You You must have achieved or be working towards the level 4 diploma in financial advice (CII, LIBF, or CISI); Current or previous evidence of CAS/CF30 is desired but not essential. You must have a keen interest in financial advice/wealth management as-well as be motivated to develop your knowledge on all associated advice areas (including investments, pensions, protection, and tax planning). You will be eager to develop your career and will therefore possess a strong understanding of how you would like to achieve this; You will be prepared to undergo further study/training where appropriate. You must be hard-working, enthusiastic, confident, and articulate with a strong commitment to delivering an excellent client experience/service; You will have a strong ability to build long-term relationships with clients. You will be a confident and charismatic individual with excellent sales and presentation skills; You will also be driven and highly motivated to achieve and exceed business targets. You must have exceptional interpersonal and organisational skills; You will have the ability to work individually as well as part of a team. You will be IT literate. Options As an Employed Adviser, you will have the opportunity to manage your clients with back-office support and on-going personal development guidance; The package on offer can be tailored to suit your requirements to ensure that you have a solid base to be an effective, efficient, and successful adviser. As a Self-Employed Adviser, you will have all of the same support as the business’s employed advisers but with an attractive commission split that offers high earnings potential; The firm can also provide financial assistance to aid you with your transition into a new role. Benefits In addition to your salary, bonus scheme and 25 days' holiday, you will also be entitled to the following benefits: Retirement Benefits, Salary and Bonus Sacrifice Arrangements, Life Assurance Cover, Sick Pay Arrangements, Permanent Health Insurance, Private Medical Insurance, Employee Assistance Programme, Health Screening, Eyesight Testing, Critical Illness Cover, Car Parking (dependent on office), Season Ticket Loans, Childcare Vouchers, Staff Sales, Maternity and Paternity Benefits, Local Discounts, Share-Save Option Scheme &amp; Share Incentive Plan, Flexible Work Arrangements (home or office work).

Trainee Financial Adviser, London

Role: Senior Pensions Administrator Salary: Up to 35,000 Basic Salary Benefits Our client, a well-established and successful financial planning firm, are looking for a senior pensions administrator to join the team; The firm are eager to find an individual who possesses a deep knowledge of all areas of pensions as-well as an individual who has an excellent work ethic and strong client morals. The Role You will be required to provide a proficient and proactive administration support service for the firm’s consultants. You will assist in the procurement and processing of new business, the servicing of existing clients, and the provision of an excellent service to all clients. You will always adhere to the strict FCA regulations and guidelines as-well as the rigorous internal policies and procedures. You will produce and collate all the relevant pre-meeting paperwork for the client and consultants. You will prepare and process all new business applications and documentation ensuring that all procedures and compliance requirements are adhered to while the agreed service/business quality standards are met. You must ensure that all fees in relation to business processing are produced and chased as required. You must carry out all required anti-money laundering (AML) checks. You will follow through all business processing to completion, closely monitoring the progression of each case while ensuring the consultant and the client are kept fully informed. You will deal with queries from consultants or colleagues, taking the appropriate action to ensure the query is dealt with in a timely and effective manner. You will deal with written and verbal enquiries from clients and key stakeholders, taking the appropriate action and updating all records as required. You will deliver an excellent client service in accordance with FCA guidelines, internal policy and procedure as-well as company service standards. You will ensure that all information on the back-office systems is accurate and up to date. You will prepare correspondence for the consultants, as and when required. About You You will hold the CII qualifications CF1 or R01 as a minimum. You will have a minimum of 4 years’ experience within a busy financial advisory sales support / administration role. You will have a working knowledge of and proficiency in research tolls such as Select a Pension, FE Analytics, Exchange, Assureweb and Cashflow Forecasting tools along with MS Word, MS Excel, and MS Out-look; Experience of back-office systems such as 'Intelligent Office’ is preferred but not essential. You will have excellent communication skills, both verbal and written, as-well as excellent attention to detail; An excellent telephone manner will be vital. You will be an exceptional team-player who has strong inter-personal skills as-well as the ability to work efficiently on own initiative; It will be paramount that you can work well within a team environment and build effective working relationships. You will be able to prioritise and manage your workload through excellent organisational skills, time management skills, administrative skills, and the use of your own initiative. You must be able to be adaptive, proactive, and have the ability to re-organise tasks at short notice; A proven ability to react to the changing needs of the business and the financial services industry is desired but not essential. You will have a desire to grow professionally by developing both new and existing skills as-well as your level of technical knowledge.

Senior Pensions Administrator, Up to £35k Basic Salary + Benefits 

Our client, a well-established and successful financial planning firm, are looking for an administrator to join the team; The firm are eager to find an individual who possesses a deep knowledge of all areas of financial planning as-well as an individual who has an excellent work ethic and strong client morals. The Role You will be required to provide a proficient and proactive administration support service for the firm’s consultants. You will assist in the procurement and processing of new business, the servicing of existing clients, and the provision of an excellent service to all clients. You will always adhere to the strict FCA regulations and guidelines as-well as the rigorous internal policies and procedures. You will produce and collate all the relevant pre-meeting paperwork for the client and consultants. You will prepare and process all new business applications and documentation ensuring that all procedures and compliance requirements are adhered to while the agreed service/business quality standards are met. You must ensure that all fees in relation to business processing are produced and chased as required. You must carry out all required anti-money laundering (AML) checks. You will follow through all business processing to completion, closely monitoring the progression of each case while ensuring the consultant and the client are kept fully informed. You will deal with queries from consultants or colleagues, taking the appropriate action to ensure the query is dealt with in a timely and effective manner. You will deal with written and verbal enquiries from clients and key stakeholders, taking the appropriate action and updating all records as required. You will deliver an excellent client service in accordance with FCA guidelines, internal policy and procedure as-well as company service standards. You will ensure that all information on the back-office systems is accurate and up to date. You will prepare correspondence for the consultants, as and when required. About You You will hold the CII qualifications CF1 or R01 as a minimum. You will have a minimum of 4 years’ experience within a busy financial advisory sales support / administration role. You will have a working knowledge of and proficiency in research tolls such as Select a Pension, FE Analytics, Exchange, Assureweb and Cashflow Forecasting tools along with MS Word, MS Excel, and MS Out-look; Experience of back-office systems such as 'Intelligent Office’ is preferred but not essential. You will have excellent communication skills, both verbal and written, as-well as excellent attention to detail; An excellent telephone manner will be vital. You will be an exceptional team-player who has strong inter-personal skills as-well as the ability to work efficiently on own initiative; It will be paramount that you can work well within a team environment and build effective working relationships. You will be able to prioritise and manage your workload through excellent organisational skills, time management skills, administrative skills, and the use of your own initiative. You must be able to be adaptive, proactive, and have the ability to re-organise tasks at short notice; A proven ability to react to the changing needs of the business and the financial services industry is desired but not essential. You will have a desire to grow professionally by developing both new and existing skills as-well as your level of technical knowledge.

IFA Administrator, Up to £35k Basic Salary + Benefits 

Our client, a successful advisory firm, are looking for an experienced protection adviser to join the team; The firm are looking for a driven, hard-working, and ambitious individual who is eager to provide a high level of service. The firm will provide the successful individual with regular leads as-well as weekly bonus payments. Key Responsibilities You will speak to prospective clients and provide them with a high level of service while conducting meetings in line with company expectations; You must outline with your clients the type of service that they wish to receive. You will plan, work towards, and generate a pipeline that sufficiently meets your pre-agreed business targets; It is crucial that you contact all leads supplied within an agreed timescale and then update the business with progress as/when appropriate. You will always act in a compliant manner and deliver an outstanding level of customer service while ensuring that you constantly adhere to the FCA rules and regulations. You must utilise the research panel when selecting the correct options for your clients while ensuring that all client files are kept up to date and well maintained; You must construct reports in line with company standards. You will communicate and liaise effectively with the back-office, management, and marketing teams; It is imperative that you always provide clear, concise, and accountable information. About You You will have a minimum of 3 years’ experience within an insurance adviser-based role. You will be a confident, authentic, genuine, and charismatic individual with excellent sales and presentation skills. You must have exceptional interpersonal and organisational skills as-well as possess excellent communication and negotiation skills. You will be driven and highly motivated to achieve and exceed business targets. You must be hard working, enthusiastic, passionate, focused, and articulate with a strong commitment to delivering an excellent client experience and service; It is imperative that you always adopt highly moral, ethical, and professional approaches to your work. You must have excellent knowledge on all areas of protection and general insurance. You will have a strong ability to build and maintain client relationships. You will have the ability to work individually as well as part of a team. You will have strong literacy, numeracy, and IT skills. You will be able to convey complex information, to a wide variety of people with various levels of understanding, both written and verbally.