Cameron James
09 May 2017
08 Jun 2017
Contract Type
Full Time

The Company

  • A mid-sized IFA based in North Leeds with a family feel but a corporate infrastructure
  • Commended for giving high quality advice to HNW and UHNW clients
  • Award winning and able to offer outstanding training

You will be involved in

  • Writing templated suitability reports to assist the Financial Adviser and be FCA compliant
  • Putting together client packs prior to meetings and processing and completing new business submissions post-meeting
  • Liaise with providers of Pension, Life and Investment products and obtain quotations to assist with research for product selection
  • Support with the training of junior administrators, assist in annual reviews and valuations and other administrative tasks

You will be required to have

  • Experience supporting an IFA on a technical level, with a competent knowledge of compliance and FCA regulation
  • High IT literacy with experience using systems such as Avelo (Adviser Office)/Intelligent Office/XPLAN
  • A professional and polished demeanour, able to confidently liaise with UHNW clients, providers and internal stakeholders
  • DipFA qualified is ideal, however some progress towards this would be considered

The Opportunity

  • Full study support towards Chartered Financial Planning Status
  • A highly competitive salary of up to £45,000 with bonuses paid annually
  • A supportive and collaborative culture whereby you will have the opportunity to learn from truly talented individuals
  • The opportunity to put together a long-term progression plan

This is a long-standing client of Cameron James' and is a business who truly take care of their team, with regular socials, discretionary bonuses, an expansive employee benefit package and a fantastic, inclusive culture.

Candidates who feel confident in their ability to perform in this role are highly recommended to apply as this is an outstanding company and roles of this quality are rare.