Shadow adviserSalary Range: £50K-£60KAn exciting opportunity has arisen to join an existing small team within an independent, whole-of-market, financial advice firm based in the City of London. We advise 150 families with over £140M under management and are seeking a focused and dynamic team player to helps us meet the ongoing advice needs of our clients.In the words of TRAP, we are one of those few ‘full-fat financial planning firms’, offering a combination of great unencumbered advice with a highly personalised client service.We see this role as a ‘shadow adviser’ where you will work directly with the two advisers, and the existing paraplanner, learning as you go, gaining exposure to all our clients, attending meetings and over time, taking responsibility for client relationships.You will need to learn our way i.e. understand our processes, write in a client-friendly format and learn to identify client’s real needs. This takes time and we have a successful two-year programme, that led a previous entrant to be awarded the Citywire top 35 under 35. Therefore, this role will appeal most to candidates that have either started advising and become jaded/ realised it is tricky, or to an experienced paraplanner, who wants to take the next step.We have an office in the city for client meetings, but we are cloud-based and so we regularly work from home when not meeting clients.Experience
Hold Chartered status (or seriously working towards this, because this is a minimum for us)Experience of using Intelligence Office, FE Analytics & cashflow software
In return we’ll ensure that your salary is benchmarked each year, so you are paid in the top quartile of your profession (with benefits & holidays to match).We promise to train you, value you, listen to you and to adapt around your needs. INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.....Read more...
Associate Financial AdviserSalary Range: £50K-£60KAn exciting opportunity has arisen to join an existing small team within an independent, whole-of-market, financial advice firm based in the City of London. We advise 150 families with over £140M under management and are seeking a focused and dynamic team player to helps us meet the ongoing advice needs of our clients.In the words of TRAP, we are one of those few ‘full-fat financial planning firms’, offering a combination of great unencumbered advice with a highly personalised client service.We see this role as a ‘shadow adviser’ where you will work directly with the two advisers, and the existing paraplanner, learning as you go, gaining exposure to all our clients, attending meetings and over time, taking responsibility for client relationships.You will need to learn our way i.e. understand our processes, write in a client-friendly format and learn to identify client’s real needs. This takes time and we have a successful two-year programme, that led a previous entrant to be awarded the Citywire top 35 under 35. Therefore, this role will appeal most to candidates that have either started advising and become jaded/ realised it is tricky, or to an experienced paraplanner, who wants to take the next step.We have an office in the city for client meetings, but we are cloud-based and so we regularly work from home when not meeting clients.Experience
Hold Chartered status (or seriously working towards this, because this is a minimum for us)Experience of using Intelligence Office, FE Analytics & cashflow software
In return we’ll ensure that your salary is benchmarked each year, so you are paid in the top quartile of your profession (with benefits & holidays to match).We promise to train you, value you, listen to you and to adapt around your needs. INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.....Read more...
Associate Financial AdviserSalary Range: £50K-£60KAn exciting opportunity has arisen to join an existing small team within an independent, whole-of-market, financial advice firm based in the City of London. We advise 150 families with over £140M under management and are seeking a focused and dynamic team player to helps us meet the ongoing advice needs of our clients.In the words of TRAP, we are one of those few ‘full-fat financial planning firms’, offering a combination of great unencumbered advice with a highly personalised client service.We see this role as a ‘shadow adviser’ where you will work directly with the two advisers, and the existing paraplanner, learning as you go, gaining exposure to all our clients, attending meetings and over time, taking responsibility for client relationships.You will need to learn our way i.e. understand our processes, write in a client-friendly format and learn to identify client’s real needs. This takes time and we have a successful two-year programme, that led a previous entrant to be awarded the Citywire top 35 under 35. Therefore, this role will appeal most to candidates that have either started advising and become jaded/ realised it is tricky, or to an experienced paraplanner, who wants to take the next step.We have an office in the city for client meetings, but we are cloud-based and so we regularly work from home when not meeting clients.Experience
Hold Chartered status (or seriously working towards this, because this is a minimum for us)Experience of using Intelligence Office, FE Analytics & cashflow software
In return we’ll ensure that your salary is benchmarked each year, so you are paid in the top quartile of your profession (with benefits & holidays to match).We promise to train you, value you, listen to you and to adapt around your needs. INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.....Read more...
We are looking for a motivated and detail-oriented Trainee Paraplanner to join our team. This is an exciting opportunity for someone looking to start their career in financial services. Working closely with our Financial Planners and administrative team, you will support the advice process by undertaking research, preparing suitability reports, and ensuring high standards of compliance and service delivery.
Conduct product and fund research to support advice strategies.
Liaise with providers to gather accurate and up-to-date client information.
Input and maintain client data using back-office systems (e.g., Salesforce, Voyant).
Ensure all recommendations and reports comply with FCA regulations and internal procedures.
Work towards gaining professional qualifications (R01, R02, R03 and J09 and developing knowledge of financial products and planning techniques.
Provide administrative support as needed to ensure smooth client service delivery.
Training:This is a work-based apprenticeship, and you will be supported by a qualified tutor. Training Outcome:For the right candidate this is a fantastic opportunity to become a fully qualified Paraplanner.
This is a career path. For the right candidate, you may also want to further develop your qualifications to become a Financial Advisor and possibly, in the future, become a chartered Level 6 Finance Professional.Employer Description:Ian Bell Wealth Management has been a Partner Practice in St. James's Place since 2006, becoming a Senior Partner Practice is 2018. Our office is situated in the heart of the Derbyshire Dales, in Wirksworth otherwise known as “The Gem of the Peak.” We specialise in face to face advice and can see clients at our office, in their home, or place of work. With recent technology advances, we also offer virtual meetings for clients via various platforms such as Zoom, Teams and FaceTime, making it easier to stay connected in all locations across the country.
Keeping up to date in this industry has always been essential and with the support of St. James's Place, Ian continues to study and his knowledge is regularly tested in the specialist areas on which he advises.
There is no doubt following Brexit and COVID-19 the next few years will pose new situations, some of which may be challenging as inevitably there will be changes in our economy that will impact our lives. The need for ongoing financial advice will be evermore important and we are committed to helping clients, existing and new, to understand what they need to do with regards to savings, investment and retirement planning.
As a business we are constantly looking at ways to improve our social responsibility; Last year we set up a project to consider all ways we operate the business and how it can be run as ethically and sustainable as possible, which we continue to do with improvements made regularly. Working Hours :You will be expected to work from the office between Monday to Friday. The hours will consist of usual office hours and you will get a half hour unpaid lunch break.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience,Physical fitness....Read more...
Answering inbound calls confidently and helpfully, making sure clients feel supported and directed to the right person
Scheduling client meetings and coordinating adviser diaries
Welcoming clients to the office and creating a friendly, professional first impression
Ensuring reception, meeting rooms and the office environment remain tidy, organised and welcoming
Preparing meeting rooms and refreshments for visiting clients
Managing incoming calls and emails and directing enquiries to the appropriate team member
Receiving and distributing post and deliveries
Supporting the smooth running of the office by ordering supplies and monitoring stock levels
Providing administrative support to the team including scanning, filing and preparing correspondence
Training:Simply Academy’s Level 4 Paraplanner & Financial Planner Apprenticeship Programme is designed to help employees become skilled financial planners and paraplanners. This comprehensive programme provides apprentices with a deep understanding of financial planning, investment strategies, and regulatory frameworks, preparing them for a successful career in financial services. With expert-led training and practical, on-the-job experience, apprentices apprentices will develop the knowledge, skills, and confidence to support clients and drive the success of the business.
CII DipPFS - Awarded by The Chartered Insurance Institute (CII)
R01 Completion will provide a solid foundation for the learner and can lead on to progression to study in other areas
R02 Builds knowledge in investment products and helps deepen understanding of how to apply the investment advice process in practice
R03 Builds knowledge of the UK tax system and develops ability to assess how taxation applies to individuals and trusts within the context of providing investment advice
R04 Expands knowledge of pension arrangements and deepens the understanding of key issues in retirement planning
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:Over time, the role may develop into more technical responsibilities within the Client Services team, supporting advisers with elements of the financial planning process and building industry knowledge.Employer Description:Citrus Financial was established in late 2002 by David Braithwaite. David started in financial services in 1994, having come from a background of working in banking and stockbroking.
Since then, the Citrus Financial team has successfully grown to become the organisation we are today, yet we have retained the same values and care a small, local business can offer. We pride ourselves in being able to deal with financial matters, no matter how complex, in an efficient manner, and more importantly, explains everything in an easy to understand language. A varied client base, as we understand everyone is an individual, and we look after clients from across the UK.
At Citrus Financial we believe clients should always be able to speak to a real person. Someone who is helpful, reassuring and ready to find a solution. Our Client Services team plays a big part in making sure that happens.Working Hours :Monday to Friday
9am to 5pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working,Initiative....Read more...
