Job Information

This a unique and interesting opportunity to work with some of the top Financial Planners in Ipswich, assisting their HNW clients manage their Investment Schemes and other products

Ideally candidates will ill have started work towards the Diploma Financial Planning. You will also have a minimum of 1 years' work experience with an IFA practice. Candidates should have Suitability Report Writing experience and a good knowledge of Financial Services Products. Ambition to succeed in the Financial Planning market is essential.

• Responsibilities of the role will involve product research, report writing and assisting the Advisers with any technical queries.
• Candidates will be Diploma qualified as a minimum or willing to work towards.
• Experience in submitting and processing new business as well as outing together portfolio.
• Strong technical knowledge of pensions, life and investment products.
• Experience using wrap platforms and back office systems such as Avelo.
• Interested in roles which would support progression to an advisor level.
• A keen eye for detail and administrative experience.


The client is able to provide support and flexibility for candidates would like to progress with their professional qualifications in line with the candidates ambitions.