PEOPLE AND BUSINESS IFA  Salary

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UNIT 5, PRIDE POINT ASHCROFT ROAD KNOWSLEY INDUSTRIAL PARK LIVERPOOL L33 7TW ENGLAND
TIN: 08954170
 Finance and Insurance
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PEOPLE AND BUSINESS IFA
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PEOPLE AND BUSINESS IFA is looking for employees for positions:

paraplanner

  • paraplanner

Working hours

  • full-time

Language

  • english

Responsibility

  • work closely with IFA’s to support client work. Liaise with IFA’s and use Fact Find documentation to progress client work
  • must be capable of writing clear, understandable reports that explains the advice that we are making
  • prepare for client reviews and produce analyses of performance including cash flow forecasts
  • support the company as required at industry meetings, client meetings and in the development of junior employees
  • filing duties to include, hard file, e-file, taking copies of documents sent to clients, saving and printing emails
  • the company is independent – carry out Whole of Market research to explore options for clients and establish which is the most appropriate approach for each client
  • must have, and maintain, a good knowledge of compliance and regulatory responsibilities to ensure that we operate at all times within the requirements of the FCA
  • assist in maintaining client data and other back-office duties

Requirements

  • industry qualifications preferred if not then at least 12 months experience within the Financial Advice industry or a strong desire to embark on a career in Financial Services
  • job Type: Full-time
  • working in Financial Services: 1 year