Part Time Ifa Assistant/pa - Solihull, United Kingdom - The Full Picture Financial Planning

Description

About us
An excellent opportunity to join a growing Financial Advice firm. The firm provides fully independent advice to individuals in areas such as investments, pensions, and retirement planning. The firm is young, fresh, and uses technology to work efficiently. Small but growing team.


Job Title:
Part time IFA Assistant/PA (flexible hours/hybrid/remote)


Industry:
Financial Services


Location:
Solihull area/Hybrid remote


Salary:
Pro rata up to £24k


Job Type:
Flexible/part-time


Schedule:
Between Mon to Fri, 10-20 hrs per week (flexible within regular business hrs).

An excellent opportunity to join a growing Financial Advice firm. The firm provides fully independent advice to individuals in areas such as investments, pensions, and retirement planning. The firm is young, fresh, and uses technology to work efficiently. Small but growing team.

It's a varied role and essentially is to assist the adviser/owner so they can focus more time on servicing clients and growing the business.

Duties will include but not limited to:

• Assist adviser with day-to-day admin/support tasks throughout the business
• Point of contact for clients & product providers (must be comfortable phoning to book meetings)
• Organise and maintain online files
• Keep workflow running smoothly and use project management software to dovetail with adviser and assist with various tasks throughout client journey

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Benefits_


- _
Salary up to £24k pro rata_ _(dependent on experience)_
- _
Flexible location -_ _must be able to reliably commute to Solihull area up to 1-2 times per week for meetings (as required). However, once up and running, most day-to-day duties can be completed remotely._
- _
Cash bonuses -_ _for any new clients brought into the business._


What's required

• Friendly person with a cando positive attitude
• Good communicator
• Strong administration skills and detail oriented
• Comfortable with a few plates spinning
• Precision, accuracy, attention to detail
• Organised and efficient
• Flexible and a willingness to get stuck in
• Selfmotivated, proactive, able to prioritise
• Computer literate & comfortable working with technology, EG Zoom
• High level of discretion with confidential information

What would be an advantage (but not essential as can be trained)

• Prior experience within a financial planning administration role
• Understanding of the financial advisory process
• Experience using any of the following software: Office 365, Iress Xplan, CashCalc, FE Analytics, Calendly, Mailchimp, Canva, any investment/pension platform providers

Education level required

Excellent GCSEs or equivalent (minimum).


Additional information
No recruiters or agencies.


Job Type:
Part-time


Salary:
£20,000.00-£24,000.00 per year


Expected hours:
per week


Benefits:

• Casual dress
• Company pension
• Referral programme
• Work from home

Schedule:

• Flexitime
• Monday to Friday

Supplemental pay types:

• Bonus scheme

Application question(s):

Education:

• GCSE or equivalent (preferred)

Work authorisation:

• United Kingdom (required)

Ability to Commute:

• Solihull (required)

Ability to Relocate:

• Solihull: Relocate before starting work (preferred)

Work Location:
Hybrid remote in Solihull