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IEP Financial Career Opportunities

Join a professional team that takes pride in excellent service

Financial Adviser

Financial advisers provide clients with advice on financial matters, making recommendations on ways to best achieve their objectives. The role involves researching the marketplace and advising clients on the products and services available, ensuring they are aware of and understand those that best meet their needs. You will be Diploma qualified (Level 4) and able to advise on the full range of products.

Responsibilities

  • Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises.
  • Conducting in-depth reviews of clients' financial circumstances, current provision and future aims.
  • Analysing information and preparing plans best suited to individual and corporate clients' requirements.
  • Completing risk analyses.
  • Researching the marketplace and providing clients with information on new and existing products and services.
  • Designing financial strategies.
  • Assisting clients to make informed decisions.
  • Researching information from various sources, including providers of financial products.
  • Reviewing and responding to clients’ changing needs and financial circumstances.
  • Negotiating with product suppliers for the best possible rates.
  • Liaising with financial services providers and other professionals.
  • Keeping up to date with financial products and legislation.
  • Producing financial reports.
  • Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments.
  • Attending networking events.
  • Developing professional connections.
  • Maintaining and updating individual continued professional development plans monthly, to be reviewed periodically by the Compliance Officer.
  • Maintaining compliance with the FCA rules and principles for Approved Persons and Code of Practice.
  • Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided, and also the advised products.
  • Act ethically, impartially and always in the best interests of clients.
  • Follow the internal IEP processes and procedures.
  • Ensure IEP meet the expectations of the FCA with regards to treating customers fairly.
  • Act in accordance with the terms and conditions of your employment contract.
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.
IEP Financial is authorised and regulated by The Financial Conduct Authority (FCA)
Salary: Negotiable depending on experience
Additional benefits: 25 days holiday + bank holidays, company paid eye tests & flu jabs, death in service x3 annual salary, pension scheme.
Based in Hove, East Sussex.

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]

Current Vacancies

Office Coordinator & Director PA

Role Purpose

The Office Coordinator & Director PA is responsible for providing an effective and efficient first point of contact service to all callers to the office - be it on the phone or in person, and for providing office administrative support in order to ensure the smooth running of the business.

Responsibilities

  • Act as first point of contact: answering the entry-phone, meeting and greeting visitors, dealing with written postal and email correspondence, and phone calls.
  • Take enquiries from customers and new prospects.
  • Prepare refreshments.
  • Provide general support to visitors.
  • Manage the diary system, organise, and prepare meetings and appointments for advisers and directors.
  • Preparation of new client packs.
  • Arrange for outgoing mail to be taken to a Post Office or Royal Mail post-box depending on the delivery method required. Arrange alternative delivery of parcels and packages where required.
  • Manage and maintain the companies HR system Iris HR by keeping personnel records, including those of approved persons up to date.
  • Ensure training records on Iris HR are kept up to date.
  • Manage staff absence via Iris HR, reporting any issues to staff members Line Manager.
  • Recruitment including preparation of job adverts, preparation of contracts and job descriptions, collating FCA regulated references, completing appropriate due diligence, and ensuring introduction procedures are followed.
  • Ensure health and safety policies are up to date.
  • Ensure compliance and adherence to regulatory and legislative requirements and company policies where your role requires.
  • Ensure IEP meet the expectations of the FCA with regards to treating customers fairly.
  • Provide support in organising office operations and procedures.
  • Management of the Training & Competence administration ensuring the Supervisor receives relevant documentation in a timely manner.
  • Ensure the Matrix of the Training & Competence Scheme is kept up to date.
  • Ensure that the Supervisor is supported in providing ongoing training for the team of Financial Advisers.
  • Ensure relevant CPD & KPI are maintained and recorded accurately, and file reviews are completed in a timely manner in accordance with the T&C procedures before reporting to the Supervisor.
  • Maintain all standards of performance as required by the firm.
  • Liaising with staff, clients, and suppliers.
  • Liaise with customers/suppliers regarding complaints communicating them to the appropriate persons.
  • Maintain the stock levels of office and kitchen supplies, as well as office furniture.
  • Maintain office conditions and arrange necessary repairs and maintenance liaising with the freeholder and suppliers where appropriate.
  • Maintain records of petty cash reconciliation paperwork for the Financial Controllers records.
  • Keep and maintain a record of all new leads, carrying out regular updates with advisers.
  • Maintain records of adviser meetings for the Financial Controllers records.
  • Managing ad-hock projects & carrying out background research and presenting findings.
  • Event organisation and management, maintaining a record of all events and seminars held by the company/all dates and information on entertaining.
  • Remind the Chairman, Directors and other staff members of important tasks, deadlines and meetings.
  • Provide support in running errands for the Chairman and Directors both for work and personal errands as required.
  • Provide administrative support to the Chairman and Directors as required.
  • Maintain records of the Chairman and Directors mileage and expenses for the Financial Controllers records.
  • Arrange and book travel, transport, and accommodation.
  • Attend meetings with senior management as required.
  • Prepare/print direct mail for posting out (e.g., invitations).
  • Provide marketing support where required. This could be maintaining the website social media channels, creating social media post plans, preparing direct mail/email merges from lists created from database of Excel, assisting in the creation of marketing materials, sending regular email blasts to prospects offering services and updating useful information.
  • Carry out any other tasks as requested by the Chairman and Directors.
  • Act in accordance with the terms and conditions of your contract of employment.

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.

Please note: Salary £20,000+ based on experience and qualifications.

Company Benefits: 25 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

How to apply

Please email your CV to: [email protected]

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