Avenoir Group is currently working with a firm of Chartered Financial Planners practicing from a small suite of modern offices in the village centre of Lymm in North Cheshire. The practice is largely investment based with around £50 million of funds under advice. These funds are spread across four hundred households, mainly in the North West of England.
For a six months’ probationary period, the successful candidate will prepare client files for review by the practice’s Managing Director, to whom the probationer will report directly. The preparation of files will involve the probationer producing manual valuation statements in a standard format for which full training will be given.
Many of these reviews are going to generate a variety of transactions:
· The re-registration of presently "non-platform" investment portfolios.
· The transfer of existing Stocks and Shares Individual Savings Accounts.
· Switches of existing investment fund holdings.
· Some new cash investment.
The practice’s Managing Director, will formulate and dispense the actual advice to clients, but the probationer will produce all of the enabling paperwork. Full training will be given, but previous experience of this type of work will be advantageous.
The position will suit somebody with a Level 4 qualification who intends to progress to full Chartered status eventually. Initial salary will be £30,000 to £38,000, depending on previous experience and qualifications. There will be financial support for future professional studies.
Salary will be reviewed annually and in the longer term, a fully qualified Chartered Financial Planner could hope for a senior position within the practice, with commensurate earnings.