A long established, well appointed IFA practice with a local presence in Essex are keen to take on an experienced IFA/Adviser to service their existing clients. T his job description is designed to outline a range of main duties that may be encountered. Responsibilities: Preparation of suitability letters covering investments, pensions, inheritance tax and protection - delivering accurate, well-drafted and compliant advice Undertaking research to reach conclusions and recommendations for clients Assisting and supporting the head of department as and when required Working within and contributing to the paraplanning team and their processes, helping to further develop these Embed change, review, and feedback Preparing Cash flow planning forecasts Involvement in the company’s research processes as required Providing technical resource and research to the adviser and management team Working with the sales support and adviser to achieve good client outcomes Working with compliance to continually improve procedures and ensure advice and client files meet FCA standards Keep up to date with legislative and industry changes that will affect the business and its clients Candidate: Minimum Level 4 Diploma in Financial Planning Must have worked as a "competent" financial adviser and show on the FCA Directory Good knowledge of investment products, taxation and pensions Strong analytical, research and report writing skills Initiative and problem solving Excellent attention to detail Able to prioritise and plan own workload Ready made client bank to service and advise to Have some clients to bring over Excellent communication and interpersonal skills, both written and verbal Ability to multi-task and prioritise effectively Benefits Bonus system Pension Death in Service Travel expenses Paraplanning & admin support The role offers a basic salary to £45k depending on qualifications and experience