IFA - Coast Specialist Recruitment : Job Details

A long established, well appointed IFA practice with a local presence in Essex are keen to take on an experienced IFA/Adviser to service their existing clients.

This job description is designed to outline a range of main duties that may be encountered.

Responsibilities:

• Preparation of suitability letters covering investments, pensions, inheritance tax and protection - delivering accurate, well-drafted and compliant advice
• Undertaking research to reach conclusions and recommendations for clients
• Assisting and supporting the head of department as and when required
• Working within and contributing to the paraplanning team and their processes, helping to further develop these
• Embed change, review, and feedback
• Preparing Cash flow planning forecasts
• Involvement in the company’s research processes as required
• Providing technical resource and research to the adviser and management team
• Working with the sales support and adviser to achieve good client outcomes
• Working with compliance to continually improve procedures and ensure advice and client files meet FCA standards
• Keep up to date with legislative and industry changes that will affect the business and its clients

Candidate:

• Minimum Level 4 Diploma in Financial Planning
• Must have worked as a "competent" financial adviser and show on the FCA Directory
• Good knowledge of investment products, taxation and pensions
• Strong analytical, research and report writing skills
• Initiative and problem solving
• Excellent attention to detail
• Able to prioritise and plan own workload
• Ready made client bank to service and advise to
• Have some clients to bring over
• Excellent communication and interpersonal skills, both written and verbal
• Ability to multi-task and prioritise effectively

Benefits

• Bonus system
• Pension
• Death in Service
• Travel expenses
• Paraplanning & admin support

The role offers a basic salary to £45k depending on qualifications and experience