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Trainee Financial Adviser
4 days ago
We have a great opportunity to join the Advice Rooms team on a permanent basis to train as an Independant Financial Adviser (IFA).
Advice Rooms is an independent financial advisory firm based in Barnstaple working on a national basis. We provide independent advice across the whole market in all areas including, Retirement, Investment, Tax & Protection planning as well as Estate planning advice. We are passionate about helping clients understand their needs and providing holistic financial planning.
As our next Trainee Adviser, you will support us by working alongside the team supporting three IFA's. Full exam support will be given for you to continue your financial planning exams.
Please note that this role requires attendance in our office 5 days per week as we develop and support you, working 9.00am - 5:30pm Monday to Thursday and a 4:00pm finish on a Friday.
**Key Responsibilities as our Trainee Paraplanner will include**:
- Managing and prioritising a workload ensuring all activities are processed in a timely and compliant manner
- Organsing the advisers daily dairy
- Preparing meeting packs ahead of client meetings
- Ensuring our back-office software is kept up to date
- Issuing letters of authority to providers
- Writing basic annual review and suitability letters
- Producing personalised illustrations for a range of financial products
- Liaising with pension and investment companies
- Ideally 2 years of financial paraplanning or financial administration experience
- Cert CII or RO1 qualification as a minimum
- Excellent working knowledge of open market products
- Tenacity and desire to succeed
- Passion for customer services and professionalism
- Excellent communication skills
- A desire to progress within financil servcies
**Job Types**: Full-time, Permanent
**Salary**: £20,500.00-£50,000.00 per year
**Benefits**:
- Company events
- Company pension
- Cycle to work scheme
Schedule:
- Monday to Friday
Supplemental pay types:
- Performance bonus
Ability to commute/relocate:
- Barnstaple: reliably commute or plan to relocate before starting work (required)
Work Location: In person
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