Junior Financial Advisor

The Path

  • Full Time
  • Part Time

To apply for this job please visit thepath.co.uk.

Location: Within twice-weekly reach of London
Type: Full- or part-time, Permanent

JUNIOR FINANCIAL ADVISER
The Path, an IFA that specialises in ethical, green and positive impact investment strategies, is seeking Financial Advisers at all levels to join their highly motivated team. Our recruitment drive was recently featured in FT Adviser and other publications.

Though this advertised role is specifically for junior or trainee advisers, please feel free to send your CV in if you have experience working in an IFA environment and are motivated by our ethical stance.

THE ROLE
To work with our senior advisers to handle client journeys from point of contact, through advice to fulfilment of their financial planning needs.

WOULD SUIT

  • Someone who has recently qualified as an adviser, looking to start building up their own roster of clients from inbound enquiries
  • Someone working towards, or wanting to work towards, their financial planning and advice qualifications

Primary duties:

  • Provision of advice, via phone, email, web-con and in person (once fully qualified)
  • Interacting with clients via phone and email
  • Document drafting (valuations, client reports, suitability, etc)
  • Updating and maintaining client records
  • Preparing quotations and illustrations
  • Interacting with product providers and platforms
  • Producing internal reporting and supporting compliance function
  • Drafting reports
  • Preparing financial plans

All training on our software, templates and providers will be provided.

 

ABOUT YOU

Ideally you will have:

  • A good financial brain
  • A strong understanding of setting sound financial goals
  • A solid appreciation of risk
  • Experience working in an IFA environment, or similar
  • Excellent MS office skills
  • Good telephone, email and communication skills
  • Experience maintaining client records in a software system
  • Ability to manage your time and organisational load

Whether you are already motivated by sustainability and ethical issues or not, an openness to, and an eagerness to learn about, these themes would be desirable.
We are only too happy to support your career progression. We pay our team market-leading rates. Meanwhile, they also take home the fact that they are doing good work for their clients and the planet.

ABOUT US

We are The Path – at the forefront of a revolution in personal financial advice. We are seeking to recruit a number of advisory and administration staff, at various levels, to support the rapid growth of a new positive impact investment service.

We help customers align their pensions, savings, and investments with their ethical beliefs. Many people do not realise that their financial decisions can have an enormous positive impact on the planet and its population. We are on a mission to change that.

Alongside the provision of financial security and capital growth to our clients, we have a clear focus on:

  • Positive environmental impact
  • Alignment with UN Sustainable Development Goals
  • Ethically-led investment strategy

As a company, we seek to walk the walk in every way possible too. From only using free-cycled office furniture, to giving 25% of our profits to causes that benefit the planet, and in many other ways, we are always seeking to do more and stay true to our core values.

BENEFITS

  • Flexible working hours
  • Work from home opportunities

EXPERIENCE

  • Financial Services: 2 years+

 

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