We are offering the rare chance to train to become a fully qualified Adviser. With learning support and on the job experience, you are in control of how quickly you could be working as an Adviser. You would work alongside 3 very experienced advisers and a trainee with a mentor programme in place. There is no need to travel to see clients, as all face to face meetings can be held in our fully equipped meeting rooms.

We are offering:

• A generous pay package which will depend on experience

• This is a 2/3 year programme with support with examinations to reach the fully qualified IFA status.

We are looking for candidates with the following background and traits:

• Must have been studying for exams towards being an IFA/or fully qualified

• May already have some financial services industry experience and wants to move on

• Degree holder

• Good with excel, word etc

• Keen to quickly work through the ranks by working hard

• Good communication skills: phone, face to face, and written

• Study support is available

• Demonstrate initiative

• Entrepreneurial

• hold a driving license

• Team player

Role includes:

• Working closely with the administration team to help gather policy information

• Help with projects: for example Mifid annual reviews, other client campaigns, annual portfolio rebalances

• Help Advisers writing reports: eg. Annual review letters, client suitability report

• General admin support

• Speaking directly to clients and carrying out client reviews

• Relationship building

• Generating and converting opportunities into business

We are looking for both trainee and experienced Paraplanners. With all our roles, there is always the potential to progress eg. into an Advisory role. There is no need to travel to see clients, as all face to face meetings can be held in our fully equipped meeting rooms.

We are offering:

Pay:

• Salary of c. £35,000-£45,000 p.a + bonus depending on experience

• OTE £55,000 p.a.

Key Duties:

• Provide vital paraplanning support to the team of wealth advisers

• Research products, financial planning solutions and investment strategies

• Prepare recommendation reports for client meetings

• Provide a high level of technical support

• Assist advisers with client management

• Provide advisers and clients with technical reports and information

• Ensure high worth investment transactions are carried out accurately

Knowledge and experience required:

• Previous administrative and paraplanning experience required

• Must show some CII exam results or hold Level 4 qualified in Financial Planning certificate

• Familiar with major research systems (e.g. Cashcalc, X-Plan, FE Analytics etc)

• Experience of the Pension Switch market

• Experience of administration of IHT or Investment products

• Excellent IT skills and proficient in Microsoft Office

We are looking for an experienced administrator.

Pay:

• Salary of £28,000-£35,000 p.a + bonus

Required experience:

• Wealth management admin support

• Back office systems such as X-Plan or Intelliflo, FE Analytics, Cashcalc

• Provider platforms

• Strong technical knowledge of pensions, tax efficient investments, portfolios

• And ideally in Equity Release, mortgages, IHT planning, and protection

• In processing cases in the fields mentioned above

• A good understanding of the FCA rules and how a financial services firm operates

• Very strong IT skills

• Excellent communication skills