An exciting opportunity to join a leading IFA firm. With offices across the country they pride themselves on providing an excellent service to their clients whilst organically growing their business.
Seeking an individual they can train within the role to develop their career within the Wealth Management industry. This is a very rare opportunity for someone who is genuinely interested in developing a career within the Financial Service Industry to join a reputable company that has a strong training scheme.
Preparing client reports - these may be in relation to pensions, investments, Trustee Investment, IHT planning and other associated financial planning requirements
Reviewing products available to meet client needs and making appropriate recommendation
Reviewing new contracts and alterations in product providers terms and making recommendations to the Directors
Undertaking review of new funds available to meet the requirements of the asset allocations and make recommendations to the Directors
Ensuring all paperwork is compliant with FCA guidelines
You will ideally possess the certificate in Financial Planning and working towards, or have, the Diploma in Financial Planning
Excellent IT and communication skills and the ability to deal with individuals at all levels within and outside the business
Good attention to detail, punctual and professional work ethic
Synonyms: Financial Planning, Report Writer, Technical Planner
If this specific vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
- Financial Planning
- Wealth Management