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Financial Planning Support

KFS Recruitment
Posted 11 hours ago, valid for a month
Location

Farnham, Surrey GU103RG, England

Salary

£36,000 - £43,200 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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  • This role offers an excellent opportunity for candidates knowledgeable in financial services to join a prestigious Chartered IFA practice.
  • Candidates should have relevant experience and will be involved in client administration, liaising with clients and product providers, and supporting advisers.
  • The position is office-based in Farnham, Surrey, with working hours from Monday to Friday, 9-5:30pm.
  • The salary is expected to range from £32,000 to £34,000, in addition to bonuses and profit share.
  • This role also provides full support for professional qualifications and genuine career progression opportunities.

This is a fantastic opportunity for a candidate with a good knowledge of financial services, to pursue your career working for a prestigious Chartered IFA practice that works closely with an impressive portfolio of UHNW individuals.

Initial Role:

  • Input client details onto Prestwood system
  • New business administration
  • Liaise with clients for new business information, Terms of Business, tax returns.
  • File checking for completeness
  • Liaise with product providers (e.g., for valuations, trusts, product terms)
  • Help advisers with meeting preparation, new client packs, agendas etc.
  • Supporting the Investment Proposition as necessary
  • Involvement in wider company projects as appropriate

Developing Into:

  • Attend client meetings with adviser and schedule post meeting actions.
  • Technical research
  • Do fee estimates
  • Build financial plans on Prestwood system
  • Draft simple suitability letters
  • Simple tax returns

General Responsibilities:

  • Observe the firm’s 'standards’.
  • Comply with FCA conduct rules at all times.
  • Adhere to the relevant compliance, Consumer Duty, T&C and financial crime (anti-money laundering, data security, anti-bribery, fraud, and corruption) procedures of the firm at all times.
  • Keep up to date with all relevant product, legislative and technical changes and ensure relevant CPD is maintained and recorded accurately.
  • Respond to client contact and requests quickly and correctly.
  • Ensure all client files are compliant on an ongoing basis.
  • Be a team player, support colleagues.

Additional information:

  • Office based, Farnham, Surrey
  • Monday - Friday, 9-5.30pm
  • Salary: Likely to be in the range of £32-34k, plus bonuses and profit share
  • Full support with professional qualifications
  • Genuine career progression

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.