- Job reference
- Epsom, Surrey, United Kingdom
- Start date
- To be arranged
- Administration & underwriting jobs / IFA jobs / Investment jobs / Other jobs
- Contract type(s)
- Full time
- Date posted
Description, duties, responsibilities
Salary £33,000 to £35,000 depending upon experience and qualifications
My client is a leading firm of Chartered Independent Financial Advisers who are looking for a new member of staff with sales support or paraplanning experience to join an existing team and carry out high quality research on a full range of financial planning products.
Your role will be varied and will include working closely with the consultants and product providers and working on cases in pre and post retirement planning, pension transfers and investment and taxation.
Part of the role will be to analyse client portfolios and prepare research and quotations for client meetings. You will be working with experienced and qualified paraplanners so will have plenty of support in developing your skills. You will also be encouraged and supported with taking further professional qualifications.
They are looking for someone who has been working in a busy IFA office with good written and verbal communication skills and confidence to articulate ideas and best practice when dealing with your colleagues. You should be part or ideally fully qualified at diploma level with at least two years FS experience.