IFA Support Team Member

1 week ago


Maidstone, Kent, United Kingdom Cobens Full time
Role Overview:

We are seeking an experienced and detail-driven individual to join our team at Cobens, an established Independent Financial Advisory (IFA) firm. As an IFA Support Team Member, you will play a pivotal role in supporting our Financial Advisors by preparing high-quality financial reports, conducting research, and ensuring the delivery of tailored client advice.

Key Responsibilities:

  • Provide Expert Analysis: Analyze financial products, market trends, and client portfolios to provide expert insights for our Financial Advisors.
  • Develop Comprehensive Reports: Create detailed and compliant suitability reports that outline tailored financial solutions for clients, aligning with their objectives and risk profiles.
  • Build Client Relationships: Assist in gathering client information, communicate with clients on behalf of the IFA, and manage ongoing relationships where necessary.
  • Design Financial Strategies: Help create cash flow models, investment strategies, and retirement plans that cater to clients' needs and goals.
  • Ensure Compliance: Verify that all recommendations and client documentation adhere to current regulations and company standards, upholding FCA guidelines.
  • Support Administrative Tasks: Collaborate with the administration team to manage the timely and accurate submission of paperwork, policy documents, and client records.
  • Prepare for Client Meetings: Assist in updating reports, performance summaries, and product recommendations to ensure seamless client review meetings.
  • Stay Current: Stay updated on market changes, product developments, and regulatory updates to maintain the highest level of expertise and deliver exceptional results.
Why Join Us:

Cobens offers a supportive work environment with opportunities for growth and development:

  • A competitive salary range of £25,000-£35,000 per year, commensurate with experience
  • Support with continued professional development, including exam assistance
  • Flexible working arrangements to accommodate your needs
  • Opportunities for career advancement within a growing IFA firm


  • Maidstone, Kent, United Kingdom Barchester Healthcare Full time

    About the RoleWe are seeking a Cleaning and Support Team Member to join our team at Barchester Healthcare. As a Cleaning and Support Team Member, you will play a vital role in maintaining the cleanliness and safety of our care homes, ensuring that residents, visitors, and staff can enjoy a warm and welcoming environment.


  • Maidstone, Kent, United Kingdom Cobens Full time

    Job Description:We are seeking a highly organized and detail-oriented individual to join our team at Cobens, an established Independent Financial Advisory (IFA) firm. The successful candidate will play a crucial role in supporting our Financial Advisors by preparing high-quality financial reports, conducting research, and ensuring the delivery of tailored...


  • Maidstone, Kent, United Kingdom Impact Food Group Full time

    About Us">At Impact Food Group, we pride ourselves on providing exceptional catering services to schools across the country.">We are committed to delivering high-quality food and service that exceeds our customers' expectations.">The Opportunity">We are seeking a skilled Culinary Team Member - Kitchen Support to join our team at Maidstone Grammar School for...

  • Support Specialist

    17 hours ago


    Maidstone, Kent, United Kingdom Choice Support Full time

    About the Role:We are seeking a part-time Support Specialist to join our team at Tuck by Truck. As a key member of our team, you will play a vital role in empowering individuals with learning disabilities and autism to develop valuable skills through their work.Your Key Responsibilities:Assist with packing and delivering snack boxes to local businessesDrive...


  • Maidstone, Kent, United Kingdom whitbread Full time

    We are currently recruiting in our Maidstone (Allington) Premier Inn hotel for a Hospitality Team Member to join our Housekeeping team. As a key member of our housekeeping team, you will play an essential role in ensuring that all areas of the hotel are clean and well-maintained.The successful candidate will work 16 hours per week over 4 days, guaranteeing a...


  • Maidstone, Kent, United Kingdom CV-Library Full time

    Distribution Team Member Needed\CV-Library, a leading national distribution company, is looking for a skilled Distribution Team Member to join their Maidstone, Kent-based team.\About the Role:\Assist the driver in delivering products and interacting with customers.Heavy lifting required for furniture delivery.Work 5 days a week, with Sundays and one weekday...

  • Store Team Member

    3 weeks ago


    Maidstone, Kent, United Kingdom CV-Library Full time

    Job DescriptionWe are seeking an enthusiastic and customer-focused individual to join our team as a Customer Team Member. As a key member of our store team, you will provide excellent service to customers, working in a fast-paced environment that requires flexibility and adaptability. Key responsibilities include:Providing friendly and thoughtful service to...

  • Leadership Team Member

    2 months ago


    Maidstone, Kent, United Kingdom beBee Professionals Full time £35,000 - £45,000

    beBee Professionals is looking for an experienced Leadership Team Member to manage and inspire our dynamic team in Maidstone, UK. The successful candidate will oversee daily operations, drive team performance, and ensure targets are met while fostering a positive and collaborative work environment.Key Responsibilities:Lead and motivate the team to achieve...

  • Audit Team Member

    1 week ago


    Maidstone, Kent, United Kingdom Protalent Full time

    We are looking for a highly motivated Audit Team Member to join our team at ProTalent Limited in Maidstone. As part of our busy audit team, you will participate in audit and accounts assignments with clients and managers, developing project management skills to meet client deadlines and budget constraints.Assist in preparing financial statements for...


  • Maidstone, Kent, United Kingdom Cobens Full time

    About the Role:We are seeking a skilled and detail-focused individual to join our team at Cobens, an established Independent Financial Advisory (IFA) firm. As a Pension Paraplanner Specialist, you will play a key role in supporting our Financial Advisors by preparing high-quality financial reports, conducting research, and ensuring the delivery of tailored...

  • Kitchen Team Member

    4 days ago


    Maidstone, Kent, United Kingdom Blue Arrow Maidstone Full time

    Career Opportunity:Blue Arrow is seeking a motivated Kitchen Team Member to join our care home team. As a key member of our kitchen team, you will be responsible for preparing and serving meals, maintaining kitchen cleanliness, and supporting the kitchen staff with inventory management.Main Responsibilities:Assist with meal preparation, serving, and cleaning...


  • Maidstone, Kent, United Kingdom United Response Full time

    About UsUnited Response is a leading provider of care and support services, dedicated to empowering individuals with disabilities and complex needs to live fulfilling and independent lives.The RoleThis is a full-time position offering up to 37.5 hours per week, with flexible shift patterns and opportunities for overtime. You will be working closely with a...


  • Maidstone, Kent, United Kingdom D Kent Consulting Group Llc Full time

    As a key member of our Property team, you will be responsible for managing residential conveyancing matters and collaborating with colleagues to achieve team goals.Schedule and Benefits:Monday to Friday schedule with flexibility.Hybrid working options available.Dynamic role in a supportive environment with excellent benefits.Compensation: £45,000 - £60,000...

  • Team Member

    3 weeks ago


    Maidstone, Kent, United Kingdom McDonald's United Kingdom Full time

    About UsWe are a dynamic team at McDonald's United Kingdom, dedicated to serving our customers with a smile. Our restaurant in Folkestone services on the M20 near Hythe is part of a global brand that values its employees and provides opportunities for growth.Our CommitmentWe are committed to providing excellent customer service, preparing food to the highest...


  • Maidstone, Kent, United Kingdom CV-Library Full time

    About the Job:We are seeking a highly motivated and organized individual to join our team as an Assistant Premises Manager. As an Assistant Premises Manager, you will be responsible for supporting the Premises Manager in maintaining the school's facilities, including site security, routine maintenance, and health & safety checks. You will also assist in...

  • Production Team Member

    2 months ago


    Maidstone, Kent, United Kingdom beBee Professionals Full time £22,000 - £28,000

    We are looking for a Production Team Member to join our manufacturing team in Maidstone, United Kingdom. As a key member of our team, you will be responsible for operating machinery, assembling products, and ensuring production targets are met.Key Responsibilities:Operate machinery and equipment safely and efficiently.Assemble products according to company...

  • Freight Team Member

    20 hours ago


    Maidstone, Kent, United Kingdom CV-Library Full time

    Job SummaryAs a member of our Freight Team, you will play a vital role in supporting drivers with their daily deliveries. Your primary responsibility will be to assist with the loading and unloading of vehicles, ensuring all items are securely handled and transported.This is an exciting opportunity to develop your skills in logistics and customer service....

  • Bistro Team Member

    3 weeks ago


    Maidstone, Kent, United Kingdom Oakland Central Ltd Full time

    Are you passionate about delivering exceptional customer service? Do you have a flair for creating memorable experiences? We are seeking a Bistro Team Member to join our team at Oakland Central Ltd.Responsibilities and ExpectationsProvide top-notch service to our residents, ensuring their needs are met promptly and professionally.Support our culinary team in...


  • Maidstone, Kent, United Kingdom CV-Library Full time

    Legacy Planning PositionWe are a successful growth-focused company in the South of the UK, seeking a talented Estate Planner to join our team. As an Estate Planner, you will work closely with our financial advisers to deliver high-quality estate planning solutions to clients. If you have a background in IFA or banking and possess excellent written and verbal...

  • Production Team Member

    16 hours ago


    Maidstone, Kent, United Kingdom CV-Library Full time

    Job Overview:We are seeking a skilled and dedicated Production Team Member to join our team at CV-Library. As a key member of our production team, you will play a crucial role in the efficient processing, packaging, and quality control of our clients' produce.