IFA Support Advisor

3 weeks ago


Wilmslow, Cheshire East, United Kingdom Bond Rec Full time
Job Details

We are seeking an experienced IFA Support Advisor to join our team at Bond Recruitment, a leading recruitment agency in the financial services industry. As a Paraplanning Professional, you will play a crucial role in supporting our Financial Planners and other staff in advising clients on their financial strategies, plans, products, and investments.

The ideal candidate will have a strong appreciation and understanding of the Financial Planning process, as well as a broad knowledge and enthusiasm for the financial services world. A high level of technical knowledge about financial products and services is also essential.

About You:

  • An appreciation and understanding of the Financial Planning process
  • Broad knowledge and enthusiasm for the financial services world
  • A high level of technical knowledge about financial products and services
  • Excellent inter-personal skills, both written and verbal
  • Excellent IT skills and report-writing skills

What We Offer:

  • A competitive salary package, including a basic salary of £35,000-£40,000 per annum, depending on experience
  • A range of benefits, including a pension scheme, life insurance, and access to ongoing training and development opportunities
  • Ongoing training and development opportunities to enhance your skills and knowledge

How to Apply:

To apply for this exciting opportunity, please submit your CV and a cover letter outlining your experience and qualifications.



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