Careers
Position: Paraplanner
Location: Bristol or Bath (5 min walk from Bristol Parkway train station, 10 min drive from M4 J19 & M5 J17)
Type: Full or Part time (can fit around school hours)
Salary: Competitive (depending on experience)
Opportunity
Fantastic opportunity for someone to progress their career in the financial services industry, whether it is support with professional exams, more interaction with clients or attending industry events, we can help. Working in a small firm is also fantastic for breadth of experience and you will really be involved in every area of the business. If you want any additional information, do please get in touch for an informal chat.
About us
We are a directly authorised, family run IFA firm based just north of Bristol, currently two advisers. We are looking for an experienced, financial services Paraplanner to join our growing firm. As well as a strong understanding of the financial planning process and some completed financial services exams, we are looking for someone who will operate with honesty and integrity as well as having excellent communication and interpersonal skills.
Minimum Requirements
Key Responsibilities
Paraplanning
1.Be able to complete product and fund research, getting a set list of information from providers, platforms and fund managers.
2.Client information gathering, gathering specific information regarding clients’ affairs from providers over the phone and in writing.
3.Preparing client annual reviews and performance information including drafting review letters using templates but with bespoke additions when required.
4.Preparation of all quotes and illustrations from Platforms and Institutions.
5.Use knowledge to help the company & advisers operate compliantly in regards to both record keeping and content of client recommendation letters. Spotting gaps and suggesting improvements where needed.
6.Attend client meetings when required, taking notes of circumstances, complete fact find documents with clients, question & verify their information with regard to specific circumstances, spot & query any gaps.
7.Answering factual questions on taxes or legislation or rules as knowledge permits.
8.Drafting of more complicated advice letters with a high level of accuracy and with the adviser developing solutions and strategies to meet specific client needs.
Administration
1.Filing
2.Photocopying & Scanning
3.Answering phones
4.Liaising with institutions on basic issues such as requesting forms, asking for valuations or confirming policy details.
Benefits
You will be working in a relaxed and friendly environment with advisers who always strive to achieve the best possible outcome for clients. While the role with involve both administration and paraplanning there is room for development and advancement. In addition you will benefit from:
This role can be on a full time or part time basis
For more information please contact Charles Chami on charles@glamis-ifa.co.uk
Position: Independent Financial Adviser
Location: Bristol or Bath (5 min walk from Bristol Parkway train station, 10 min drive from M4 J19 & M5 J17)
Salary: Competitive fee sharing arrangement
We are a directly authorised, family run IFA firm based just north of Bristol, currently two advisers and an administrator (trainee Paraplanner). We are looking for an experienced adviser with an existing book of business to join our growing firm. As well as a strong technical understanding of financial planning and a minimum of level 4 qualification, we are looking for someone who will operate with honesty and integrity as well as having good interpersonal skills. We can offer:
We can work with an adviser on an employed or self employed basis.
If you are interested or would like further information please contact Charles Chami
Location: Bristol or Bath (5 min walk from Bristol Parkway train station, 10 min drive from M4 J19 & M5 J17)
Type: Full or Part time (can fit around school hours)
Salary: Competitive (depending on experience)
Opportunity
Fantastic opportunity for someone to progress their career in the financial services industry, whether it is support with professional exams, more interaction with clients or attending industry events, we can help. Working in a small firm is also fantastic for breadth of experience and you will really be involved in every area of the business. If you want any additional information, do please get in touch for an informal chat.
About us
We are a directly authorised, family run IFA firm based just north of Bristol, currently two advisers. We are looking for an experienced, financial services Paraplanner to join our growing firm. As well as a strong understanding of the financial planning process and some completed financial services exams, we are looking for someone who will operate with honesty and integrity as well as having excellent communication and interpersonal skills.
Minimum Requirements
- Four years relevant experience in a financial advisory firm or similar
- Passed at least three CII exams or equivalent
- Experience in client report writing
- Excellent communication skills
Key Responsibilities
Paraplanning
1.Be able to complete product and fund research, getting a set list of information from providers, platforms and fund managers.
2.Client information gathering, gathering specific information regarding clients’ affairs from providers over the phone and in writing.
3.Preparing client annual reviews and performance information including drafting review letters using templates but with bespoke additions when required.
4.Preparation of all quotes and illustrations from Platforms and Institutions.
5.Use knowledge to help the company & advisers operate compliantly in regards to both record keeping and content of client recommendation letters. Spotting gaps and suggesting improvements where needed.
6.Attend client meetings when required, taking notes of circumstances, complete fact find documents with clients, question & verify their information with regard to specific circumstances, spot & query any gaps.
7.Answering factual questions on taxes or legislation or rules as knowledge permits.
8.Drafting of more complicated advice letters with a high level of accuracy and with the adviser developing solutions and strategies to meet specific client needs.
Administration
1.Filing
2.Photocopying & Scanning
3.Answering phones
4.Liaising with institutions on basic issues such as requesting forms, asking for valuations or confirming policy details.
Benefits
You will be working in a relaxed and friendly environment with advisers who always strive to achieve the best possible outcome for clients. While the role with involve both administration and paraplanning there is room for development and advancement. In addition you will benefit from:
- Competitive salary
- Company pension
- Flexible hours
- Free Parking Space
This role can be on a full time or part time basis
For more information please contact Charles Chami on charles@glamis-ifa.co.uk
Position: Independent Financial Adviser
Location: Bristol or Bath (5 min walk from Bristol Parkway train station, 10 min drive from M4 J19 & M5 J17)
Salary: Competitive fee sharing arrangement
We are a directly authorised, family run IFA firm based just north of Bristol, currently two advisers and an administrator (trainee Paraplanner). We are looking for an experienced adviser with an existing book of business to join our growing firm. As well as a strong technical understanding of financial planning and a minimum of level 4 qualification, we are looking for someone who will operate with honesty and integrity as well as having good interpersonal skills. We can offer:
- Competitive fee sharing arrangement
- Admin/paraplanning support
- Dedicated desk space and meeting room availability
- Compliance and research support
- Leads provided
- Free Parking Space
We can work with an adviser on an employed or self employed basis.
If you are interested or would like further information please contact Charles Chami