Contact IEP Financial

IEP Financial Career Opportunities

Join a professional team that takes pride in excellent service

Why join IEP Financial?

You might be looking for a career as a financial adviser, or would like to begin a career in the financial sector. Whichever it is, IEP is a warm and friendly environment for you to truly love the work you do.

We help you to grow

IEP has always maintained a commitment to continuous professional development. This includes employment opportunities for people beginning their careers in the financial services sector.

Our Job Opportunities will be listed on our website and in the local media. If you would like to receive notifications of these job opportunities please contact us on [email protected]

Currently accepting applications for:

•Compile draft net worth statement, income and expenditure statements and financial cash-flow forecast and discuss with planner.

Preparing recommendations

•Identify areas for planning.

•Undertake research, both independently and with the Financial Adviser to identify suitable solutions to meet clients’ needs.

•Prepare information/comparisons for analysis by planner. •Liaise with clients’ legal and tax advisers (if applicable).

•Consider current and future allocation of assets for investment strategy with regard to client risk profile.

•Prepare draft recommendation reports to be discussed/signed off by planner.

Implementing recommendations

•Prepare suitability letters in accordance with the agreed recommendations. •Complete application / proposals forms.
•Ensure all compliance paperwo
rk is in order.
•Make changes to clients’ investments as instructed.

•Implement the chosen investment strategies.

Review

•Act as the main point of contact and deal effectively with queries from clients and other parties through effective communication.

•Establish and build strong relationships with clients and attend client meetings with Adviser if required.

•Organise future planning meetings with client.
•Review investment portfolio, asset allocation, risk profile, etc.
•Send planning figures to client
for update and revision in preparation for next meeting. •Initiate review meetings with clients.
Responsibilities
•Assist the Financial Adviser/Planner in establishing new client relationships.
•Assess clients’ financial circumstances.

•Prepare financial statements to support the development of clients’ financial strategies. This may involve the use of Financial Planning software tools, such as O&M Profiler Analytics.

•Carry out research and analyse products and services that are appropriate to each client’s financial circumstances.

•Propose and draft financial solutions that meet clients’ goals, needs and objectives. •Assist with the accurate completion of application and proposal forms.

•Implement actions such as changing existing investment holdings and policy information, as directed by the Financial Adviser/Planner.

•Support the ongoing client relationship, including maintaining a client file review system to regularly assess client holdings and changing financial priorities.

•Develop productive working relationships with colleagues and clients throughout the financial services environment.

•Adhere to FCA rules and guidance.
•Act ethically, impartially and always in the best interests of clients. •Meet the FCA (formerly FSA) Treating Customers Fairly req
uirements.

These duties are not to be regarded as exhaustive and you may be required to perform such other and/or additional duties within your skill set and competence as the company may require.

Salary: £25,000.00 to £40,000.00 /year

Please note: Salary will be based on experience and qualifications.

Company Benefits: 23 days holiday + bank holidays, company paid eye tests & flu jabs, death in service x3 annual salary, pension is a matched 3% and the offer of salary sacrifice.

Job Types: Full-time, Permanent

Click here for full Paraplanner job spec 

Apply For This Role Now