Basic to £35,000 (depending on experience) plus full benefits


My client is a highly successful independent financial consultancy who is looking for an energetic and focused person to join as part of their expanding team. You will be supporting Independent Financial Advisers, by producing a range of materials supported by detailed research and knowledge of providing financial advice.

Key Responsibilities

Prepare client reports in relation to pensions, investments, Trustee Investment, IHT planning and other associated financial planning requirements

Working knowledge of DB, DC schemes and pensions transfers

SIPP queries, income calculations

Attend client meetings

Building and maintaining excellent client relationships

Adhere to firms compliance procedures


An eye for detail and burning desire to maintain quality whilst seeking common sense outcomes

Time management skills – ability to deal with varied requests and multiple priorities

Ability to work under pressure and to strict deadlines

Excellent written and verbal communication skills

Minimum FPC (or equivalent) and Level 4 qualified (or progressing towards an appropriate Level 4 qualification)

Thorough knowledge of current IFA Financial Planning Policies

Contact David Sheddon on 0845 555 18 18 or 07763 195 069 or email