Job Information

Our Clients are a fim of highly successful Financial Advisers who are looking to expand the team with a trainee Advisor/Technical report writer.isors seeking a multi taking individual who wants to progress to an IFA.

You will need to be CII, Diploma in Financial Planning. Have experience of report writing and suitability letters and be comfortable dealing with clients.

You will have all of the training and support needed in order to reach your goal of IFA and CAS status.

This is an employed role with bonuses/commissions.

REPORT WRITING:

This role is for a individual who is ready to take the next step up to working towards a Financial Advisor which involves supporting and working closely with IFA,s and carrying out the report writing on the current advice that has been given the client. This will not be a full paraplanning role but the report writing side on all client advice. Some level of technical knowledge and exceptional accuracy and attention to detail to join a growing and extremely hard-working team of Report Writers producing suitability reports covering all areas of financial planning.

FINANCIAL PLANNING:

You will be assisting with the current client base in initially fact finding and discussing requirements with potential and existing clients. As you become more experienced you will have the opportunity to grow your own client from the leads you are given.