Job Information

We are recruiting for a firm of financial advisers in Colchester. Opportunity to study towards Chartered status.

Main Responsibilities:

• Holistic para-planning research, working with the advisers on investments, pensions, protection and mortgages, having first discussed & detailed as necessary the fact finding information, considering the remuneration method options available to the clients.
• Researching portfolios and funds, keeping abreast of market movements, trends etc.
• Be present and provide input at client meetings when required.
• Assisting team members with technical support.


Administration

• Reports directly to the Office Manager (or Assistant Office Manager, when deputising).
• Assists in the work production of the whole admin team.
• Collate and manage information and facts for client meetings.
• Working to specific deadlines for client appointments etc
• Gather product information from financial institutions.Flexibility is paramount in a small office with the whole admin team providing all reasonable support.Required QualificationsGCSE (or equivalent) English & Maths , along with at least 5 other subjects: Grade B or above.CII level 4 diploma in financial advice or similar or working towardsExperienceIdeally to commence this role with at least 3-5 years suitability letter writing. There is a strong element of working on your own, relying on initiative gained from your experience within the industry. You be required to use your paraplanning / extracting information etc skills unaided.