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IEP Financial Career Opportunities

Join a professional team that takes pride in excellent service

Senior Sales Support Administrator / Junior Paraplanner

Role purpose

You will be working as part of a team providing timely and efficient support to the Advisers in conjunction with the Paraplanners. Ideally you will have progress RO exams 1-6 would be ideal plus report writing experience.

Responsibilities

  • Provide administrative support to Advisers and Paraplanners.
  • Input and maintain data on the Company’s back office system.
  • Update and manage a diary system, taking action when required.
  • Format and prepare letters and documents.
  • Liaise with both internal and external contacts and clients by telephone and email.
  • Support Advisors in managing their pipeline and portfolio of existing business.
  • Communicate with Life Offices and Investment Houses when requesting information.
  • Prepare files for compliance checking.
  • Undertake filing, photocopy and scanning duties when required.
  • Maintain client records using the Intelligent Office system.
  • Keep up to date with all relevant product, legislative and technical changes.
  • Submit new business.
  • Manage client reviews, including preparing client valuations.
  • Prepare client reports – these may be in relation to pensions, investments Trustee Investment, IHT planning and other associated financial planning requirements.
  • Review products available to meeting client needs and make appropriate recommendations.
  • Produce FE Analytic portfolio’s and research on funds
  • Develop productive working relationships with colleagues and clients throughout the financial services environment.
  • Act ethically, impartially, and always in the best interests of clients.
  • Follow the internal IEP processes and procedures.
  • Ensure compliance adherence with the FCA regulatory and legislative requirements.
  • Ensure IEP meets 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.

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]

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