Job Information

A boutique IFA business with a strong reputation for ethical standards based in near Liverpool Street Station are looking for a Financial Advisor, looking for one of their first client facing roles.

Having recently acquired further business, they are experiencing exponential growth and are in need of additional support to service their expanding book of clients.

The successful candidate:
• Must possess CAS status and be qualified to at least DipFA level
• Must be highly computer literate, able to pick up new systems quickly and having developed experience using systems such as First/Transact
• Have some experience at IFA, as a paraplanner or administrator, processing new business and writing reports both from templates and bespoke
• Will be highly client facing so it is essential they are professional, approachable and polished
• Vast knowledge of Pensions, Life and Investment products and platform

Due to the recent success of this firm there will be organic opportunities for progression, and there is a set out career plan for the successful candidate.

Please apply within if you have the relevant experience. If your application has been successful in being shortlisted you will receive a call from us within 2 weeks.