INDEPENDENT RESOURCING CONSULTANCY

Responsibility

• we are a well-established firm with a strong reputation in our industry
• IRC is currently recruiting for an experienced Paraplanner on behalf of our client based in the Wrexham/Chester area
• we pride ourselves on our commitment to excellence and our ability to provide high-quality services to our clients
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• we are currently seeking an experienced Paraplanner to join our team
• as a Junior Paraplanner, you will work closely with Financial Advisors to deliver high-quality financial planning support to clients
• conduct thorough research and analysis to support Financial Advisors in developing comprehensive financial plans for clients
• conduct research and analysis to support Senior Paraplanners and Financial Advisors in developing comprehensive financial plans for clients
• conduct research and analysis to support the Financial Advisors in developing comprehensive financial plans for clients
• develop financial planning strategies in line with the client's needs, goals and objectives, as agreed with the financial planner
• prepare reports, proposals, and other documents to be presented at client meetings
• assist in the preparation of reports, proposals, and other documents to be presented at client meetings
• prepare reports, proposals, and other documents for client meetings
• ensure compliance with industry regulations and internal policies
• draft client-centric financial planning reports to meet and/or exceed agreed activity targets and regulatory/compliance standards
• assisting in the research, analysis, and preparation of financial plans
• maintain accurate and up-to-date client records and documentation
• we are representing a prestigious international wealth management firm in the City of London area, seeking a motivated and qualified Junior Paraplanner to join their team
• IRC is working exclusively with a Chartered firm of financial planners located in Hailsham, East Sussex, our client is looking to hire an experienced Paraplanner who is career driven and very detailed oriented, you will also have a great opportunity in time become a financial adviser for the practice to service existing clients
• preparing client reports and presentations
• we are representing a prestigious international wealth management firm in the Watford area, seeking an experienced and qualified Junior Paraplanner to join the team
• support Financial Advisors in all aspects of client service
• personal attributes are important, you should be comfortable conversing with clients/providers and work colleagues, be technically advanced and have a real desire to learn, improve and strive for perfection
• as a Junior Paraplanner, you will work closely with Senior Paraplanners and Financial Advisors to deliver high-quality financial planning support to clients
• provide general administrative support to the Paraplanning team
• provide support to the Financial Advisors in all aspects of client service
• liaising with clients and maintaining strong client relationships
• job Advertisement: Junior Paraplanner for Prestigious International Wealth Management Firm in the St. Albans
• the Paraplanner duties of the role are listed below, but primarily your role would be to support the Financial Adviser in researching and formulating appropriate advice
• are you a Level 4 Paraplanner with 5 yrs Experience? If so, my client NEEDS your Skills
• key Responsibilities
• as a Paraplanner, you will work closely with Financial Advisors to provide high-quality financial planning support to clients
• as a Junior Paraplanner, you will work closely with Financial Advisors to provide high-quality financial planning support to clients
• as a Paraplanner, you will work closely with Financial Advisors to deliver high-quality financial planning support to clients
• ensuring compliance with industry regulations and standards
• the practice has an excellent reputation for the quality of advice, business practices, business growth and training. Due to the organic growth of the practice, they are looking to add a further qualified Paraplanner to their team
• supporting the Adviser in research and analysis to meet client needs and objectives
• the practice has an excellent reputation for the quality of advice, business practices, business growth and training
• there is a proven support structure in place designed around allowing Financial Advisers and Paraplanners to maximise their time working with the right type of client in both the personal and corporate sectors
• supporting the Adviser in preparing client suitability and cash flow reports
• due to the organic growth of the practice, they are looking to add a further qualified Paraplanner to their team
• compliance to help ensure that all dealings with clients are in accordance with internal and regulatory guidelines
• with 5 years of paraplanning experience, you will have the ability to write two multi-pension and investment suitability reports per week, or five simple suitability or review reports per week
• help maintain business flow
• paraplanner Duties
• product research and placement for mortgage products using mortgage research systems under the direction of the adviser
• managing the research and analysis of financial products to meet client requirements
• producing mortgage, pension, investment, protection and savings quotes
• IRC is working exclusively with a Chartered firm of financial planners located in Hailsham, East Sussex, our client is looking to hire an experienced Paraplanner who is career driven and who will in time become a financial adviser for the practice to service existing clients
• our client is a highly regarded firm of Chartered Financial Planners based on the outskirts of Nottingham, due to continued growth of the business they are now looking to recruit an experienced Paraplanner to join their busy team
• IRC is proud to be working with a leading IFA firm in Chester, they are currently recruiting for a Paraplanner to join their busy team
• our client is one of the UK’s largest and most successful, independently owned, corporate solutions and wealth management consultancies offering financial advice for high-net-worth individuals
• IRC is proud to be working with a leading IFA firm in Liverpool, they are currently recruiting for a Paraplanner to join their busy team
• managing the presentation of technical data to the Adviser
• keep up to date with all relevant product, legislative or technical changes pertinent to the role and ensure CPD requirements are maintained and logged as appropriate
• the role of the Client Manager is to support the Adviser, Operations Manager and the Compliance Team when informing and advising clients on financial strategies, plans and products and be responsible in organising their workflow
• we are representing a prestigious wealth management firm in the Chester area, looking for an experienced and qualified Paraplanner to join their team
• since first consolidating a number of specialist firms into one larger group this firm has grown quickly, but steadily and now plays a significant role in the future of financial services and employer solutions
• we are representing a prestigious wealth management firm in the Chester area, looking for an experienced and part qualified Junior Paraplanner to join their team
• the role of the Paraplanner is to support the Adviser, Operations Manager and the Compliance Team when informing and advising clients on financial strategies, plans and products and be responsible in organising their workflow

Requirements

• proven experience as a Paraplanner
• excellent analytical and problem-solving skills
• strong communication and interpersonal skills
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• you should have a minimum of 5 years of Financial Services Paraplanning experience
• proficiency in financial planning software
• paraplanning for at least three years
• A minimum of 1 years of experience as a Paraplanner in the wealth management industry
• A minimum of 2 year of experience as a Paraplanner in the wealth management industry
• A minimum of 1 year of experience as a Paraplanner in the wealth management industry
• A minimum of 3 years of experience as a Paraplanner in the wealth management industry
• A minimum of 1 years of experience as a Junior Paraplanner in the wealth management industry
• A minimum of 3-5 years of experience as a Paraplanner in the wealth management industry
• diploma status with good technical knowledge
• relevant certifications are a plus
• started to undertake industry leading qualifications such as Diploma in Financial Planning or equivalent
• industry leading qualifications such as Diploma in Financial Planning or equivalent
• undertaking study for industry leading qualifications such as Diploma in Financial Planning or equivalent
• outstanding communication and organisation skills
• strong analytical and problem-solving skills
• excellent attention to detail
• actively using cashflow forecasting tools, ideally Voyant
• exceptional attention to detail and organizational abilities
• strong attention to detail and organizational abilities
• use own initiative and have a 'can do’ working style
• ability to work independently and as part of a team
• ability to prioritise and work to tight deadlines
• willingness to quickly learn new skills
• able to explain complex information clearly and simply
• excellent customer service skills
• job Reference: 00000964-1

Benefits

• mobile phone

Trade

• banking & Finance
• Banking & Finance

Earnings for position paraplanner

Responsibility

• A part-time associate dentist job at Roxburgh Dental Practice. Overseas dentists are welcomed
• join Our Highly Skilled and Supportive Dental Team - Associate Dentist Position Available
• A part-time associate dentist job at North Ayrshire. Overseas applicants are welcomed
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• we are currently recruiting a full-time Associate Dentist to join our friendly team at Queen Street Dental Centre in Peterhead
• clyde Munro is Scotland’s leading dental group, with 80 practices the length and breadth of the country
• we are recruiting a full or part-time Associate Dentist to join our team at Northfield Dental Centre in Aberdeen city
• we are currently recruiting a full-time Associate Dentist to join our friendly team at Alva Dental Practice
• we are currently recruiting an Associate Dentist to join our friendly team at Banchory Dental Practice
• we are looking to hire a Locum Dental specialist in our Edinburgh branch
• A full-time associate dentist Job in Aberdeen city. Overseas applicants are welcomed
• queen Street Dental Centre is a modern dentist practice, located in central Peterhead
• oveseas dentists are welcomed
• we are open to considering a full or part time locum, with a view to starting from the new year
• this is a lovely four surgery practice with a friendly long-standing team in place
• this is a great opportunity for an experienced dentist to work with a supportive team
• full or part-time Locum Dentist
• around one in every nine people living in Scotland trusts Clyde Munro to take care of their smiles
• we warmly welcome both part-time and full-time candidates, allowing for flexible work arrangements that suit your needs
• this will be covering maternity leave and is expected to start from April 2023 for one year duration
• our team of dentists have a wealth of experience in all aspects of dentistry, including orthodontics and cosmetic dentistry
• tryst Dental Practice is a 3 surgery practice located in Stenhousemuir, near Falkirk , just 30-40 minutes from Edinburgh
• in addition to the experienced Dentists we also have two part time hygiene therapists working at this practice
• you will be working alongside our principal dentist & another associate dentist
• this lovely practice is located just 30 minutes drive from Aberdeen City
• our practice offers a supportive and collaborative environment where you can grow both professionally and personally
• three Towns Saltcoats Dental Care is part of Clyde Munro Dental Group
• located in the heart of Aberdeen's Northfield area, there is ample free parking and easy access by public transport
• the principle dentist is happy to mentor the right candidate in all aspects of dentistry
• if you are passionate, caring and committed to our values we’d love to hear from you
• the position is available from March 2023
• supporting and valuing our teams
• about our Clinic, we are based in Penrith, NSW in Australia
• delivering the best possible care
• although each practice has its own unique culture and working environment, we all work together towards the same goal
• must have exceptional clinical, patient care & communication skills. Performance driven & the ability to build & maintain patient rapport
• about Three Towns Saltcoats Dental Care
• we have been serving Penrith since 1998 with a family focus that emphasises on the lifelong oral health of its patients
• continuously improving and progressing
• providing the best patient care
• providing comprehensive dental treatments to patients, including examinations, diagnoses, and treatment planning
• we are recruiting a Locum Associate Dentist to support our team at Northfield Dental Centre. This is a well-established 4 surgery practice which is located in Aberdeen city
• we are currently recruiting an Associate Dentist to join our friendly team at Diamond Dental Practice, in Easterhouse, Glasgow. At Diamond Dental Practice, we've been looking after patients in Glasgow for more than 25 years
• we have a new opportunity for an Associate Dentist to join our award-winning team at Clyde View Dental Practice in the seaside town of Helensburgh, ideally on a full time basis
• we are recruiting a Locum Associate Dentist to support our team at Banchory Dental Practice. This is a well-established practice which is located in Banchory, 35 minutes from Aberdeen City
• we are looking for a full-time dentist with at least 2 years’ experience who can take over full books of my associate dentist for 4 years as he is moving on
• clyde Munro is Scotland’s leading dental group, with 80 practices the length and breadth of the country. We’re responsible for the oral health of more than 600,000 patients
• associate position at Real Good Dental in Ayrshire
• we are recruiting a part-time Associate Dentist to join our team at Riccarton Dental Practice within the Clyde Munro Dental Group
• new Year, New Start, New Opportunity
• associate at Real Good Dental in Edinburgh
• newly refurbished, fully private three surgery practice is currently looking to recruit a caring, compassionate associate dentist on a permanent basis
• we are recruiting an Associate Dentist to join our team in Dunblane
• performing a wide range of dental procedures such as fillings, extractions, root canals, and restorations
• we pride ourselves in our high-quality dental services undertaken with a comprehensive approach and a caring attitude
• we are excited to be recruiting an Associate Dentist to join our team at Roxburgh Dental Practice. This position is for working 4 days a week
• we can be flexible of days and are seeking 1 or 2 days per week. An NHS list number will be required
• we are recruiting a part-time Associate Dentist to join our team at Three Towns Saltcoats Dental Care in the lovely seaside town of Saltcoats, North Ayrshire
• we’re responsible for the oral health of more than 600,000 patients – around one in every nine people living in Scotland trusts Clyde Munro to take care of their smiles
• alva Dental Practice is situated in the heart of Alva, a small town based in Clackmannanshire. The practice is at the heart of our community and provides a real family feel from the moment you arrive
• you will be joining two associates and working with an excellent support team and this can be on a full or part time basis
• we are recruiting a full-time Associate Dentist to join our team at Northfield Dental Centre in Aberdeen city. Part-time hours may also be considered
• there is a significant NHS patient list available to transfer to you and great opportunities to offer private treatments also
• we are a multi surgery friendly practice, offering cosmetic, orthodontic, periodontics, implants and oral surgery treatments
• real Good Dental is a leading dental company with multiple locations throughout Ayrshire, Scotland
• working two or three days per week
• enjoy your dentistry at Glendair Dental - talented associate opportunity
• we are looking for a full time/part time associate dentist to join our team
• we require cover on Fridays initially but open to discussion based on your availability
• real Good Dental is a leading dental company with multiple locations in the Edinburgh region
• we are a team driven practice delivering patient focused care and are filling a much needed gap in the local market
• beech Tree is part of the Clyde Munro Dental Group
• collaborating with our dedicated team of professionals to ensure excellent patient care and outcomes
• roxburgh Dental Practice, located in Galashiels, is a family-friendly dentist providing dental care for adults and children both under the NHS and privately
• the practice is located just 25 mins from the west end of Glasgow and has fantastic private potential, alongside an existing NHS patient list
• we can offer all aspects of general dentistry in friendly and welcoming surroundings, Our dental team are highly qualified and provide the best care possible for you and we aim to treat your family for many generations to come
• tryst Dental Practice is a 3 surgery practice located in Stenhousemuir, near Falkirk, just 30-40 minutes from Edinburgh
• you will be working with colleagues who share a passion to embrace a patient driven outcome
• we are currently seeking highly skilled and motivated dentists to join our team
• located in Currie, Edinburgh
• current Colleague is moving location
• tryst Dental Practice is a 3 surgery practice located in Stenhousemuir, just 30-40 minutes from Edinburgh
• available September 2023 with notice periods taken into consideration
• building strong patient relationships through effective communication and compassionate care

Requirements

• valid NHS performer number is essential
• bachelor's degree in dentistry from an accredited institution
• interest in facial aesthetics desirable
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• minimum of 1 year of practical experience in dentistry is preferred
• experience in both private and NHS dentistry is highly valued
• SOE Exact software desirable but not essential

Trade

• dental
• therapy
• community & Social Service
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• Dental

Earnings for position dentist

Responsibility

• the individual they are looking to appoint must have experience dealing with high net clients and have a personal-able approach
• to obtain illustrations, key features and application forms from Platforms & Providers as required
• to post client documentation to the client or product providers as appropriate
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• preparing and compiling financial analysis data
• analysing client data and preparing cash flow analyses
• IRC is proud to be working with one of the UK’s leading Chartered Financial Planning firms. They currently have a great opportunity for an IFA Administrator who is career minded and eventually become a fully qualified financial adviser
• IRC is proud to working with one of the UK’s leading Independent Financial Planning firms
• IRC is proud to be working with one of the UK’s leading Independent Financial Planning firms
• processing authority letters, and gathering financial data for new clients and annual reviews
• this is a highly varied role and a fantastic opportunity for the correct individual with a keen interest in financial services who wishes to embark on a path of continued professional development
• they currently have a number of openings for IFA Administrators to join various regional offices throughout the country
• the role of the IFA Administrator is to support the Client Manager and Financial Planner
• researching products to support recommendations
• they focus on goals-based holistic financial planning, often for people with complex circumstances or approaching retirement
• preparing application forms and client documentation
• to accurately maintain client personal details and policy information and update on Intelligent Office
• assist the Client Manager in compiling financial planning recommendations and suitability reports
• to prepare new business applications in accordance with the Company’s standard operating procedures and compliance handbook
• the role would suit a motivated professional to join a busy support team based in the Hailsham office ensuring the business generated by the Practice is processed correctly and in a timely manner
• as such they are currently recruiting for their Tunbridge Wells office
• as such they are currently recruiting for their Braintree office
• as such they are currently recruiting for their Birmingham office
• as such they are currently recruiting for their Maidstone office
• as such they are currently recruiting for their London office
• as such they are currently recruiting for their Romsey office
• as such they are currently recruiting for their Leeds office
• as such they are currently recruiting for their Glasgow office
• they are also one of the top financial planning companies to work for in their region
• processing financial transactions on platforms
• role Description
• you will also assist the Client Manager with the client review process both pre- and post-meeting
• they are currently recruiting an experienced Administrator to join their growing team
• preparing client reviews, including gathering financial data, updating goals information and setting up meetings
• deal with and respond to written, telephone and electronic general enquiries for IFAs, colleagues, clients and providers
• liaising with product providers and other relevant third parties
• provide clients with timely and accurate information and obtain any new business information and existing policy information from clients where required
• you will be familiar with a range of financial planning techniques including report writing, recommendations and research as this will be a large part of your role
• to provide pre and post-sales support to the Financial Advisers
• key Responsibilities and Outputs
• about you
• dealing with the post, emails and any correspondence relating to clients or their financial situation
• compile client meeting packs containing documentation such as, but not limited to, valuations, client agreement, fact find, risk questionnaire and profile for the Adviser to use at client meetings
• personal attributes are important, you should be comfortable conversing with clients/providers and work colleagues, be technically advanced and have a real desire to learn, improve and strive for perfection
• supporting the Client Manager team in research and analysis to meet client needs and objectives
• ensuring that all client requirements are followed through to the appropriate conclusion
• providing administrative support to the financial planners and paraplanners as required
• maintaining relationships and contacts with providers to ensure a professional service
• the principal duties of the role are listed below, but primarily your role would be to support the Adviser in formulating appropriate advice
• to provide a high level of support to clients in an efficient, compliant and professional manner
• supporting the Client Manager team in preparing client suitability and cash flow reports
• managing, recording and monitoring client reviews on behalf of the Adviser and Client Manager
• supporting clients with administrative queries and communication as required
• to issue signed letters of authority to providers and obtain standard policy information. Update client policy records on receipt of information on Intelligent Office
• deal with any resulting fee and commission queries from the Finance Department
• IRC is delighted to be recruiting for an IFA Administrator on behalf of our client, a very well established and respected firm of Independent Financial Advisers in Liverpool
• to issue signed letters of authority to providers and obtain standard policy information.Update client policy records on receipt of information on Intelligent Office
• our client is a Chartered Financial Planning firm that is recognised as being in the Top 100 of financial planning companies in the UK
• principal Duties
• key Responsibilities
• help maintain business flow
• to produce accurate, regular and ad-hoc client valuation schedules, and input into Intelligent Office
• they currently have a number of openings for IFA Administrators As such they are currently recruiting for their Milton Keynes office
• undertake basic fact find activities
• organise future planning meetings with client when required
• you will assist the Client Manager to allow them to prepare recommendations and suitability reports in line with company policy, including preparing and maintaining client records
• ensuring that all regulatory and compliance standards are met, complying with the Financial Services and Markets Act 2000, the FCA’s Conduct rules / FCA Statements of Principle & Code of Practice and the relevant rules from the FCA at all times
• identify improvements to systems and work processes in the business

Requirements

• administrative
• independent Financial Advice
• sales Support
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• excellent communication skills both written and verbal
• administration experience in a financial planning company for at least two years
• client centric in approach
• experience in processing authority letters and gathering data about a client’s investments, pensions and life assurance policies
• organised and highly motivated
• outstanding communication and organisation skills
• understanding of financial transactions including those related to investments, insurance policies, sales, fund switches, withdrawals
• good levels Industry knowledge
• excellent attention to detail
• financial administration qualifications would be advantageous
• good attention to detail
• use own initiative and have a ‘can do’ working style
• comfortable using different types of technology and systems, including CRM and project management systems, and a range of investment
• accurate data entry and record keeping skills
• ability to prioritise and work to tight deadlines
• willingness to quickly learn new skills
• able to explain complex information clearly and simply
• excellent customer service skills
• computer literate with the full MS Office
• honest and trustworthy attitude. Respect for confidential information

Benefits

• mobile phone

Trade

• administrative Assistance
• Administrative Assistance

Earnings for position ifa administrator

Responsibility

• preparing and compiling financial analysis data
• analysing client data and preparing cash flow analyses
• IRC is proud to working with one of the UK’s leading Independent Financial Planning firms
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• IRC is proud to be working with one of the UK’s leading Independent Financial Planning firms
• processing authority letters, and gathering financial data for new clients and annual reviews
• they currently have a number of openings for IFA Administrators to join various regional offices throughout the country
• the role of the IFA Administrator is to support the Client Manager and Financial Planner
• researching products to support recommendations
• they focus on goals-based holistic financial planning, often for people with complex circumstances or approaching retirement
• preparing application forms and client documentation
• assist the Client Manager in compiling financial planning recommendations and suitability reports
• as such they are currently recruiting for their Tunbridge Wells office
• as such they are currently recruiting for their Braintree office
• as such they are currently recruiting for their Birmingham office
• as such they are currently recruiting for their Maidstone office
• as such they are currently recruiting for their London office
• to prepare new business applications in accordance with the Company’s standard operating procedures and compliance handbook
• as such they are currently recruiting for their Romsey office
• as such they are currently recruiting for their Leeds office
• as such they are currently recruiting for their Glasgow office
• they are also one of the top financial planning companies to work for in their region
• processing financial transactions on platforms
• the individual they are looking to appoint must have experience dealing with high net clients and have a personal-able approach
• role Description
• you will also assist the Client Manager with the client review process both pre- and post-meeting
• they are currently recruiting an experienced Administrator to join their growing team
• preparing client reviews, including gathering financial data, updating goals information and setting up meetings
• deal with and respond to written, telephone and electronic general enquiries for IFAs, colleagues, clients and providers
• liaising with product providers and other relevant third parties
• to provide pre and post-sales support to the Financial Advisers
• key Responsibilities and Outputs
• provide clients with timely and accurate information and obtain any new business information and existing policy information from clients where required
• about you
• dealing with the post, emails and any correspondence relating to clients or their financial situation
• supporting the Client Manager team in research and analysis to meet client needs and objectives
• ensuring that all client requirements are followed through to the appropriate conclusion
• compile client meeting packs containing documentation such as, but not limited to, valuations, client agreement, fact find, risk questionnaire and profile for the Adviser to use at client meetings
• providing administrative support to the financial planners and paraplanners as required
• to provide a high level of support to clients in an efficient, compliant and professional manner
• supporting the Client Manager team in preparing client suitability and cash flow reports
• managing, recording and monitoring client reviews on behalf of the Adviser and Client Manager
• supporting clients with administrative queries and communication as required
• IRC is proud to be working with one of the UK’s leading Chartered Financial Planning firms. They currently have a great opportunity for an IFA Administrator who is career minded and eventually become a fully qualified financial adviser
• IRC is delighted to be recruiting for an IFA Administrator on behalf of our client, a very well established and respected firm of Independent Financial Advisers in Liverpool
• to issue signed letters of authority to providers and obtain standard policy information.Update client policy records on receipt of information on Intelligent Office
• deal with any resulting fee and commission queries from the Finance Department
• to issue signed letters of authority to providers and obtain standard policy information. Update client policy records on receipt of information on Intelligent Office
• our client is a Chartered Financial Planning firm that is recognised as being in the Top 100 of financial planning companies in the UK
• principal Duties
• key Responsibilities
• help maintain business flow
• this is a highly varied role and a fantastic opportunity for the correct individual with a keen interest in financial services who wishes to embark on a path of continued professional development
• they currently have a number of openings for IFA Administrators As such they are currently recruiting for their Milton Keynes office
• to produce accurate, regular and ad-hoc client valuation schedules, and input into Intelligent Office
• undertake basic fact find activities
• to obtain illustrations, key features and application forms from Platforms & Providers as required
• organise future planning meetings with client when required
• the role would suit a motivated professional to join a busy support team based in the Hailsham office ensuring the business generated by the Practice is processed correctly and in a timely manner
• you will assist the Client Manager to allow them to prepare recommendations and suitability reports in line with company policy, including preparing and maintaining client records
• identify new business opportunities from existing client bank and previous advice opportunities, together with other available sources

Requirements

• administrative
• independent Financial Advice
• sales Support
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• administration experience in a financial planning company for at least two years
• experience in processing authority letters and gathering data about a client’s investments, pensions and life assurance policies
• outstanding communication and organisation skills
• understanding of financial transactions including those related to investments, insurance policies, sales, fund switches, withdrawals
• attention to detail
• excellent attention to detail
• financial administration qualifications would be advantageous
• excellent standard of written & verbal communication to be able to liaise with advisers, providers and clients
• use own initiative and have a ‘can do’ working style
• comfortable using different types of technology and systems, including CRM and project management systems, and a range of investment
• effective technical and product research using own initiative where appropriate
• ability to prioritise and work to tight deadlines
• ability to manage time and your own workload as well as working in a team
• willingness to quickly learn new skills
• able to explain complex information clearly and simply
• professional and positive attitude
• excellent customer service skills
• strong interpersonal skills
• computer literate with the full MS Office
• strong organisational skills and efficiency
• honest and trustworthy attitude. Respect for confidential information

Benefits

• mobile phone

Earnings for position ifa administrator

Responsibility

• management of existing clients in accordance with the firm’s business plan and procedure
• assisting customers with pension & investment products
• provide ongoing service to an existing client bank
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• develop a positive relationship with all customers
• build on existing client bank by adding new clients from a variety of resources
• respond to customer enquiries & identify the customer's needs
• provide strategic advice across a variety of financial products and services
• our client is a national provider of financial planning, with offices across the UK
• ensure suitable recommendations are made to existing and new clients
• service existing client bank
• assess client’s financial circumstances, understand their needs and develop a comprehensive financial plan
• this is a self-employed role however the applicant will receive a monthly retainer
• they are currently recruiting for an experienced Independent Financial Planner to join their team in Milton Keynes
• act in accordance with current regulatory procedures
• exhibit compliant behaviour at all times and maintain firm procedures when dealing with existing and new clients
• make recommendations to clients that meet their goals and ambitions
• the role can be either employed or self-employed depending on the incoming advisers preference
• the role comes with an existing book of clients on an employed contract
• ensure a current Statement of Professional Standing is held at all times
• cultivate the client base and build relationships
• this is a great opportunity to take your career to the next level within a very successful IFA practice
• the practice is very supportive of personal and professional development and flexible when it comes to hybrid working
• attain and maintain level of competence, performance and compliance as required by the firm
• keep abreast of new industry developments and research the market to ensure that knowledge is current
• the practice is very supportive of personal and professional development
• ensure relevant CPD is maintained and recorded accurately
• keep up to date with financial products and legislation and comply with all industry rules and regulations
• IRC is working exclusively with a leading North West based Independent Financial Adviser firm. They have an exciting employed opportunity for an experienced Financial Adviser to join their successful practice
• our client is a long standing and well-respected provider of financial planning, with offices in the South East and South West of England they are currently recruiting an Independent Financial Advisers to service an existing book of clients
• IRC is proud to be recruiting for an experienced Independent Financial Adviser on behalf of our client, a very well respected financial and professional services firm to join their busy team in Aberdeen on an EMPLOYED basis
• our client's prestigious office is located in Altrincham and the opportunity benefits from the support of a well-established client base plus a basic salary and competitive bonus structure
• our client's prestigious office is located in Alderley Edge and the opportunity benefits from flexible working, the support of a well-established client base plus a full benefits package, including a basic salary circa £55,000 to £75,000 pa
• this is an excellent opportunity for a qualified adviser or QCA level 4 qualified paraplanner looking to move into a self- employed role as full support to generate your own book of clients will be provided
• based from their Milton Keynes office you will provide clients financial advice and make recommendations on how to best meet their goals
• the ideal candidate will be able to research the marketplace on available products and services, identify customers’ needs, design financial strategies and gain commitment from clients to proceed with your recommendations
• about you

Requirements

• financial Planning
• financial Services
• relationship Management
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• inheritance Tax Planning
• tax Planning
• essential
• independent Financial Advice
• the requisite technical knowledge and qualification
• experience in a previous Financial Adviser role- 2 years qualified as an absolute minimum
• experience as a Financial Adviser or relevant experience
• accuracy, attention to detail and the ability to explain complex information clearly and simply
• working with professional Introducer - Accountancy Practices
• qualified to Level 4 Diploma in Financial Planning as a minimum
• working within your support team of Paraplanners and Administrators
• good knowledge of compliance, TCF, Data Protection Act and Anti-Money Laundering requirements
• excellent communication skills and the ability to ask appropriate questions of clients
• good analysis skills, money management skills and planning skills
• should be enthusiastic and willing to assist clients
• the successful candidate needs to be motivated, friendly and professional at all times, and provide impartial and unbiased advice. Excellent time management is a must to ensure appointments are scheduled with realistic time frames
• ability to manage own workload
• flexibility/ adaptability to cope with change
• full driving licence and own car essential
• critical knowledge required
• knowledge of FCA rules relating to the financial advice process

Earnings for position independent financial adviser