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NJR Recruitment is proud to be working in Partnership with a well-established boutique firm of Independent Financial Advisers based in a lovely location, just outside of Stockport Town Centre. This is a truly exciting opportuity for a high calibre indvidual looking to progess to an advisory role. The successful Candidate will be taken through a structured training programme to give you the skills and knowledge to be a Competent and successful Financial Planner.
Our Client offers great benefits such as annual bonuses, Pension, Life Assurance, 25 days holiday and Income Protection.
Key Responsibilties
- Working in a supporting role but with a decent amount of client contact
- Preparing for planning meetings (updating cashflow forecasts, summarising action required)
- Attending planning meetings in the 'second chair’ to take notes, learn and (increasingly over time) take sections of the meeting
- Producing post-meeting financial planning summaries
- Writing suitability reports
- Carrying out research
Key skills and Experience
- Completed your Diploma in Regulated Financial Planning
- Passed at least one 'AF’ exam and are looking to be Chartered as soon as possible
- Excellent verbal and written communication skills and enjoy client contact
- Experience of cashflow forecasting (ideally Voyant)
- Experience of dealing with technical matters such as Capital Gains Tax, Investment Bonds, Encashments, Tapered Annual Allowance etc
- A willingness to learn and try new things.
If you are interested in this role then apply online or for further information speak to one of our specialist recruiters quoting reference NJR
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