A national IFA firm are looking for a technical specialist to join their team. Based in Liverpool, you will be working closely with the advice team and have capacity to provide technical advice to clients, specifically on pension consolidation, estate and tax planning.

The firm have a national coverage and are primarily but not exclusively pension focused but work on holistic planning for clients, with most portfolios in the £150k to £1m space.

Package

• You will receive excellent salary (£42- £60k), support and excellent benefits package.

The company

• A national IFA practice.

Role

• Undertaking complex research as required, with a focus on pension and trust planning.
• Completing suitability reports, principally but not exclusively, focused on complex planning matter.
• Use of Cashflow modelling, primarily through CachCalc, as required.
• Working with leading stakeholders, both externally and internally, to provide first class service.
• Undertaking mentoring and supporting paraplanners and administrators as required.
• Ensuring workload and reports remain fully FCA compliant.
• Deputising for Advisers as required

The candidate

• Minimum Dip Level 4 with AF1/G10 and STEP preferred but not essential
• Experience of working with IO, Iress, Cashcalc, MS Office and major software packages
• Prior experience working in an IFA environment.

Next steps

• Contact via email below for confidential discussion and review of opportunity and process