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Adviser Support

Heat Recruitment
Posted 14 days ago, valid for 11 days
Location

Bishop's Stortford, Hertfordshire CM23 3BT, England

Salary

£30,000 - £36,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A growing company in Bishop Stortford is seeking an ambitious individual to develop their career within an established IFA firm.
  • The role offers a supportive team environment with opportunities for progression towards becoming an Adviser or Paraplanner.
  • Candidates should have experience in an IFA Practice, particularly in investment and pensions, and be working towards the Level 4 Diploma.
  • The company values drive and ambition, alongside excellent communication skills.
  • Salary details are not specified, but the position is aimed at individuals with relevant experience.

A growing company in Bishop Stortford is looking for an ambitious individual looking to develop their career within an established and growing IFA firm.

The opportunity for a friendly, career-focused financial planning candidate has arisen due to growth plans and acquisitions.

They are a well-established Financial Services Practice which provides a highly personalised financial planning service. With specialist expertise in investment management, pensions and mortgage solutions, they pride themselves on developing long-term financial plans for clients whilst delivering exceptional customer service.

You will be working in a supportive team environment where progression is strongly supported - do you want to become an Adviser or Paraplanner? If so, please apply.

Flexible hours / Team socials / Expanding business / Hybrid working

What’s needed to be considered:

  • Experience within an IFA Practice covering investment and pensions
  • Working towards the Level 4 Diploma
  • Drive and ambition to grow this company
  • Excellent communication skills, both written and verbally

What’s next?

Apply today to be considered for this adviser support opportunity. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

IFA Admin, Client Service, Technical Support, Paraplanner, Paraplanning, Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.