Trainee Independent Financial Advisor

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)