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Trainee Partner-IFA/Asset ManagementView Job details:
| Posted by: | Portishead Recruitment |
| View all jobs from Portishead Recruitment | |
| Address: |
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| Contact Details: | 01275 390470 |
| Date Posted | 29th Apr 2008 |
| Reference Code: | 10106 |
| View Since Posting: | 2 |
| Salary: | Highly negotiable depending on experienc... |
| Vacancy Location: | Other Bristol - Clifton |
| Full Description: | |
| An Award-Winning IFA and Investment Advisor of the Year, being in Britain's 50 most influential IFA's is seeking to recruit two new trainee partners. The role and responsibilities of the trainee partner is outlined in the training guide below up to month 18. After this period the successful candidate will pursue the balance of their training either in asset management or as a Certified Financial Planner. Partner status will be granted on successful completion of appropriate exams and upon evidence of the individual's maturity to carry out their responsibilities. This is expected to be between months 24 to 36. Although this is not prescriptive and for the right candidate the time scales outlined need not be an impediment to an earlier appointment. 1st 6 months: • Basic Administration Functions • Familiarise & demonstrate high level competence on all customer service • Ensure all KC standards are met • Learn financial planning software - Truth • Suitability letters • Trades - sharedealing • GPP Basics 6 - 12 months: • Writing technical newsletters • Write pension reports i.e. occupational transfers • Full responsibility for Truth • Issuing correct reports with supporting documentation • Responsibility for Pensions website • Brief Director prior to client meetings • Have responsibility for Group schemes 12 - 18 months • Full responsibility for Suitability letters • Learn & implement associate partner conduct • The font of all knowledge for Truth • GPP presentations at regional events • Write newsletter & tech talk for appropriate clients • Training initiatives for teams 18 - 24 months: • Responsibilities as per 12 months • Decide on route; i.e. asset management, financial planner • Direction will dictate content. Appropriate exams will need to be undertaken along the way. Benefits Salaries are fully negotiable based upon experience, qualification and where appropriate results achieved in your current role. |
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