An exciting position has become available for a full-time IFA Associate based in Kirkcaldy. The successful candidate will earn £25,000-£30,000. End of business year (August) and discretionary Christmas Bonus depending upon company performance.
We are a firm of Chartered Financial Planners who offer a comprehensive independent financial planning service.
Our people are very important to the company, as is making certain they provide our clients with the best possible professional financial advice.
A team player who shares our values
Prior experience in a client services role is preferred, ideally gained within the Financial Services industry but not essential.
A desire to learn and grow and a willingness to challenge the status quo
A relevant industry qualification or studying towards qualification is preferred
Ability to identify and suggest ways of improving business efficiency / control benefits
Experienced in using Intelligent Office (or similar client record keeping system) and other adviser support tools is preferred.
Microsoft Office skills are essential.
Assist the team to deliver an excellent client service experience
Follow agreed Client Services practices and documented procedures / training guides
Ensure that client records in iO folders are consistently organised and documentation consistently filed.
Ensure client activity & tasks are accurately recorded and actioned in iO in accordance with agreed procedures and timeframes.
Liaise with providers to resolve any adviser queries / client queries / administration issues.
Annual Reviews - support the adviser team to fully satisfy the firms agreed review process for all clients with service agreements.
Investment Schedules – oversee and prepare accurate client valuation schedules in line with agreed format / standards and ensure iO is updated with all relevant client / plan data.
New Business & Advice Recommendations - ensure that all new business & advice recommendations are processed efficiently and in a timely manner with all relevant client / plan data accurately recorded in iO and in the Advice (New Business) Register
Ensure client model portfolios are rebalanced in accordance with agreed rebalance policy & procedures.
Why should you apply?
The chance to join a well-established company
The opportunity to become part of a hardworking, dedicated team
To showcase your knowledge and experience
Holiday – 33 days
Death in service – 2 years annual salary
End of business year (August) and discretionary Christmas Bonus depending upon company performance
John Dempsey (firstname.lastname@example.org) or 01592 593740