IFA Trainee

Strand Recruitment Ltd
25 Sep 2017
03 Nov 2017
Contract Type
Full Time
Our client is an established firm of Independent Financial Advisors based in North Leeds, providing advice to individuals and companies on all aspects of financial planning, including wealth management, pensions and mortgages. Due to continued growth, they are seeking to appoint an ambitious individual who is keen to carve out a successful career within financial services. The client offers an excellent study package, and have a proven track record for developing advisors. If you are looking to join a business which values its people, and provides a supportive and flexible working environment then this could be the role for you. You must be serious about establishing a career within financial services, as you will need to give full commitment to the training contract. The role will initially involve administration and general support to the existing IFA's and Paraplanners. Key duties include: - Database management, reviewing the current CRM System - Developing the customer database to ensure accurate reports can be run i.e. geographical client searches, lapsed clients, renewal searches etc. - Writing mailshots and e-shots, sending these to a targeted list as generated from the database - Updating the company website, Twitter and Facebook, ensuring the communication is engaging to new and existing clients - Supporting the existing admin team, IFA's and Paraplanners - Handling incoming calls, and passing queries and messages to the relevant individual. This role will start out as very much admin focused, and the primary objective will be to improve the client database, allowing much more targeted sales to their existing and lapsed clients. You will gain knowledge of the financial services sector through ongoing mentoring and training. The client offers full study support (including day release), pension, healthcare, a competitive salary with increases dependant on exam passes, bonus and generation holidays. If you have a strong academic and admin background, looking to establish a career as an Independent Financial Advisor then please contact Sarah Wake at Strand Recruitment as soon as possible.
This job was originally posted as www.jobsite.co.uk/job/959180521