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Ifa

3 weeks ago

York, United Kingdom P J Clifton Fiancial Services Full time

**Job Summary**

**Responsibilities**
- Analyse clients’ financial situations to develop personalised financial plans and strategies.
- Prepare comprehensive reports detailing investment options, risk assessments, and financial forecasts.
- Deliver clear and professional advice to clients regarding investments, pensions, insurance, and other financial products.
- Assist in the organisation of client meetings, appointments, and follow-up communications.
- Conduct research on market trends and financial products to inform advice provided to clients.
- Ensure compliance with industry regulations and internal policies during all client interactions.
- Support the team with administrative tasks related to client management and report writing.

**Skills**
- Strong report writing and analysis skills with the ability to interpret complex financial data.
- Excellent communication skills to effectively explain financial concepts to clients of varying backgrounds.
- Proficiency in Microsoft Office suite, including Word, Excel, and Outlook; familiarity with IT systems is essential.
- Knowledge of financial services, planning processes, and regulatory requirements within the industry.
- Organisational skills with the ability to manage multiple priorities efficiently and meet deadlines.
- Customer service orientation with a professional approach to client engagement.
- Good time management skills to optimise productivity throughout busy periods.
- Previous administrative experience is advantageous but not essential; training will be provided where necessary. This role offers a rewarding environment for individuals eager to build a career in financial planning or related fields, with opportunities for professional development and growth within our organisation.

**Job Types**: Full-time, Part-time, Permanent

Pay: £40,000.00-£55,000.00 per year

**Benefits**:

- Company pension

Work Location: Hybrid remote in York YO32 9NE