Careers at Robson Taylor IFA

Robson Taylor IFA Ltd is a well established successful Independent Financially Advisory company based in the heart of Bath and is now looking to further expand.

We have over 20 years experience, are well respected within the area and have very close links to large and well known Accountants.

Some exciting opportunities have arisen for a Paraplanner and a IFA Administrator to join our friendly, experienced, busy team, working closely with the director providing exceptional Paraplanning and client support.

Job : Paraplanner/ Trainee Paraplanner

Main Tasks

  • To provide research across the market for all product areas, making recommendations consistent with client requirements.
  • To provide accurate, timely and compliant suitability letters/reports.
  • Utilising a broad understanding of the whole market place to make recommendations that are applicable to clients' current and future tax, investment and pension requirements.
  • To have the skills to use all technology to produce accurate solutions for clients.
  • To be proactive in self-development and understand industry changes.
  • To check all documents issued are compliant according to FCA guidelines and any additional internal compliance requirements.
  • To adhere to the firm’s record keeping requirements.
  • Comply with the Financial Services and Markets Act 2000 and the relevant FCA rules at all times.
  • Comply with the relevant Compliance, TCF, T&C and Anti-Money Laundering procedures of the firm at all times.

Required Skills / Knowledge

  • Excellent written & verbal communication
  • Ideally, minimum Full Cert PFS, working towards Level 4 equivelent, although the position could be modified to a trainee position, therefore training will be provided, however industry experience will be required.
  • Whole of market product knowledge
  • Planning and organisation skills

What we can offer?

  • Training
  • Competitive Salary
  • Pension
  • Bonus scheme
  • CPD

Job : IFA Administrator

Essential skills

  • Good telephone manner
  • Attention to detail
  • Able to pick up and apply new skills quickly
  • Good communication & interpersonal skills
  • IT skills including MS Word & Outlook (able to learn new IT packages)

Duties

  • Preparation of client files ahead of meetings
  • Holistic valuation report preparation
  • Accurate input of client data
  • Act as first point of contact for clients for all admin related queries
  • Handle all lines of communication where necessary; telephone, email and letters
  • Diarise and chase outstanding documentation
  • Participate in any general ad hoc administration

Applicants for the role will ideally have previous admin experience but what's important is a "can do" attitude and willingness and ability to learn.

What we can offer?

  • Training
  • Competitive Salary
  • Pension
  • Bonus scheme
  • Continual Professional Development

We are looking forward to hearing from you.


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