Trainee Independent Financial Advisor

Time Appointments; Ipswich; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

An award-winning IFA firm in Ipswich is seeking a Trainee Independent Financial Advisor. This role offers a fantastic opportunity for growth, with responsibilities including financial planning calculations and supporting Wealth Managers. Candidates should have prior IFA experience and a commitment to achieving industry qualifications.

Benefits

23 days holiday + BH

Full study support and study day

Free parking

Gym Membership

Flu jabs paid for

Sick pay

Health Cash Plan

Workplace Contributory Pension Scheme

Group Life Cover

Private Medical Insurance

Qualifications

• Minimum of 1 R0 unit towards the CII Diploma in Regulated Financial Planning.
• Experience working within an IFA firm is essential.

Responsibilities

• Carry out financial planning and tax calculations.
• Assist in consulting with the Wealth Manager on client investments.
• Support in preparing compliant suitability reports.

Skills

Communication

Analytical Skills

Organisational Skills

Education

CII Diploma in Regulated Financial Planning

Job description

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)