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Trainee Independent Financial Advisor
Job Posted: an hour ago
Salary: £ 31,000 - 36,000 / Annum
Job Type: Permanent
Location: IP1, Ipswich, Suffolk
Expire in: a month
Job Description
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)Before You Apply
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- Bank details.
- National Insurance number.
- Date of birth.
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Looking for your next career move? Join a top company hiring Trainee Independent Financial Advisor job near me in IP1, Ipswich, Suffolk! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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