Reference ID





to c£30,000 per annum plus benefits

Contact Person

Angela Liscombe

Job description


Leicester (Our Ref AL908)

Salary £28,000 to £30,000 per annum + benefits


Our client is a growing privately owned Independent Financial Advice firm which prides itself on its relaxed but productive working environment.  They are looking for an individual, ideally with relevant experience to fulfil a role that plays an important part in delivering a quality service to their sizeable client bank.
Main Duties and Responsibilities: 

  • Assist consultants where needed in each stage of the advice process.
  • Analyse existing client holdings including contract features, fund and charges analysis
  • Create compliant Suitability Reports
  • Prepare supporting research (e.g. cash flow models)
  • Prepare supporting documentation (compliance and application paperwork, illustrations etc)
  • Deal with consultant and client technical queries
  • Maintain clear and compliant client records
  • Carry out other related duties when required

Required Skills/Qualities/Qualifications:

  • To have good written skills, and be able to explain in writing sometimes complicated information in a clear and concise fashion
  • To have good verbal skills and be able to confidently speak with product providers, and also clients and other professionals when needed
  • To have an eye for detail and ability to analyse and draw conclusions from information, as well as identifying any omissions and inconsistencies in it
  • A thorough approach to work with an emphasis on quality
  • To be able to work as part of a team, but also be able to take responsibility and work independently when required
  • To be flexible in terms of responding to the differing requirements of consultants
  • A willingness to study outside of work time and gain further professional qualifications


  • Diploma/Level 4 qualified, or at least having made significant progress towards obtaining this qualification
  • Experience of Iress Adviser Office IFA software, Iress Exchange, cashflow modelling software packages, Financial Express Analytics


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