Financial Adviser

Key Appointments Ltd
£25,000 - £29,999
11 Nov 2019
15 Nov 2019
Contract Type
Full Time
We have a career opportunity for a Financial Adviser or Financial Services Administrator / Paraplanner (who is looking to progress to become a qualified IFA) for a new Financial Practice based within an Accountancy Practice in North Leeds.

As a Financial Advisor / Financial Services Administrator, your role will be to professionally service clients within an Accountancy Practice. We are ideally looking for a client focussed individual with an excellent client relation or customer care background.

Applicants will need to have previous experience in Financial Services and either have the Level 4 CII/PFS Diploma in Financial Planning or be studying towards the Diploma and want to become a qualified Financial Adviser within a couple of years.

Working within a small business requires an individual who is a team player and is happy to pick up other duties as and when required. In particular, the applicant will be required to assist in the practice with personal tax returns during busy times and also support the accountancy staff with accounting tasks and company secretarial duties (e.g. preparing and filing Confirmation Statements, etc.)

The role requires an individual who takes ownership over their own workload, is highly customer focused and is willing to put the effort in to study and qualify as an IFA / Financial Planner. You will be supported by a Director who is a highly qualified and experienced Financial Planner and will be on hand to help guide and advise on dealing with clients along with helping you to qualify and to achieve your career and personal goals.

Employment details;

* Permanent - Part-time (Full-time may be considered for the right person)
* £25k + (pro-rata if part-time) - salary dependent on experience / qualifications
* Potential to work from home on occasion

Role overview;

* Ensure all clients are treated fairly and in line with the company procedures
* Build client relationships through the Financial Planning process, ensuring the focus is on the client's attitude, objectives and goals.
* Act in a professional and ethical way in all your dealings with both clients and colleagues.
* Liaise and work with accountancy staff to help them identify opportunities
* Attend networking events and build relationships with key referral partners to grow client base
* Provide technical support to include fund/provider research
* Prepare suitability letters in accordance with the agreed recommendations
* Complete application / proposals forms
* Liaise regularly with providers and clients and assist with Tax Returns
* Ensure compliance requirements are satisfied adequately

The successful candidate must have;

* Good administration skills and a working knowledge of Financial Services terminology and products expected.
* Ideally a Certificate in Financial Administration and Planning (CeFAP®) and/or Diploma level 4 qualified or studying towards
* Good understanding of financial planning process
* Excellent communication skills and ability to build effective relationships with clients
* Driving Licence and Own Transport
* Ability to prioritise, meet deadlines and work within defined business processes
* Ability to achieve agreed outcomes without supervision
* Good IT skills in Microsoft Office and database systems
* Ability to work independently and in a team

Please apply with an up to date CV detailing your experience. A covering letter to support your application would also be received favourably.

Key Appointments UK Ltd will assess your suitability for the role based on the information contained in your CV and application. This includes, skills, experience, education and location. Unfortunately, we are unable to provide specific feedback to applicants who are not successful.

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