EQ Investors is an award-winning wealth management firm. As part of our growth strategy we’re opening a Brighton office to provide impact investing to the Sussex area. We’re looking for a special person to help develop our presence in the city.
The right person will be passionate about sustainability and financial planning. We’ll be building from the ground up so a can-do attitude and willingness to get stuck in are critical to this role. You’ll also need some experience in financial advice administration. Ideally you would have a few years under your belt and be happy to stretch yourself with some report writing.
Initially it will just be the two of us, so you’ll need to be able to work unsupervised. We offer flexible working, so you can set your own hours (within reason) and work from home when necessary.
You will be helping with the Financial Planning (FP) process from end to end. You’ll help with client meetings, research existing products, help prepare reports & deal with applications. If you want to do more, then great, fancy running some social media?
There’s a team of 60 in our London head office so you will hopefully part of a wider team and you’ll get to know lots of your colleagues there too. They’ll be providing us with lots of support.
We’ll offer full training, support with qualifications, career progression, share ownership and all the standard benefits. This role would suit someone ambitious and creative looking to grow their career with a great company.
Knowledge & Experience
3 years+ minimum experience preferably within an IFA/Wealth Management role
Excellent communication abilities and confident dealing with customers and colleagues in any situation
Confident with using a variety of provider platforms/Client management systems
Strong degree of product knowledge
Strong written and verbal communication skills, with excellent written English. E.g. an ability to write clearly and simply using language that clients would understand avoiding jargon
Ability to process new applications and business using provider websites and platforms – experience of different Investment platforms is key
An ability to work within a task management system
Candidate that shows initiative with a ‘solution’ mindset rather than just seeing problems
Ability to prioritise and manage workloads
Progression made with professional qualifications
Salary & Benefits
The role is a full-time position with a salary range between £35-£40k depending on experience + discretionary bonus. Other benefits include:
25 days annual leave
Auto enrolled into the company pension scheme after 3 months employment
GLA (4 x Salary) & GIP (75% of Salary)
Opportunity to join company share scheme and electric vehicle car scheme after a year’s employment
Flexible & Remote Working Policy in operation – during their induction/training period the candidate will be expected to be based in the office on a more regular basis
If you are interested please contact Jeannie on email@example.com