UA-185291695-1 Junior IFA, Jobs, 253

Junior IFA

Trainee Financial Planner - South East England

Ref: 253Tuesday 12 October 2021

£26,000 - £28,000

We are looking for an outstanding individual to join a leading IFA in Leatherhead as a Trainee Financial Planner. 

You will play an integral role in the growth and development of the company assisting the existing Financial Advisers while developing your skillset. You will be joining a growing organisation with a vibrant culture and strong vision for the future.

 

The Role

You will be engaged from the outset in proactively managing client relationships.

Assist the Financial Planner with all preparatory client analysis and recommendations Pro-actively review the client’s financial arrangements with regard to pension, investment and general insurance policies/plans

Assist with the preparation of all suitability letters and implementation reports

Draft all in-house reports and recommendations for the Financial Planner to check

Lead the annual review of client tax allowance planning

Act as a primary point of client contact

Attending client meetings when required

 

To be considered:

Strong verbal and non-verbal communication skills

Pro-active, highly organised and efficient to enable you to prioritise effectively

Essential:

2 years + experience at an Advisory or Wealth Management Firm

Minimum of 2 industry-recognised exams

A high standard of proficiency with Microsoft Office products