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)