Junior Financial Advisers
UK
Full- or part-time, Permanent
Junior Financial Adviser
The Path, an IFA that specialises in ethical, green and positive impact investment strategies, is seeking Financial Advisers at all levels to join their highly motivated team.
Though this advertised role is specifically for junior or trainee advisers, please feel free to send your CV in if you have experience working in an IFA environment and are motivated by our ethical stance.
The Role
To work with our senior advisers to handle client journeys from point of contact, through advice to fulfilment of their financial planning needs.
Would suit
Primary duties:
Provision of advice, via phone, email, web-con and in person (once fully qualified)
Interacting with clients via phone and email
Document drafting (valuations, client reports, suitability, etc)
Updating and maintaining client records
Preparing quotations and illustrations
Interacting with product providers and platforms
Producing internal reporting and supporting compliance function
Drafting reports
About You
Ideally you will have:
We are only too happy to support your career progression. We pay our team market-leading rates. Meanwhile, they also take home the fact that they are doing good work for their clients and the planet.
About Us
We are The Path – at the forefront of a revolution in personal financial advice. We are seeking to recruit a number of advisory and administration staff, at various levels, to support the rapid growth of a new positive impact investment service.
We help customers align their pensions, savings, and investments with their ethical beliefs. Many people do not realise that their financial decisions can have an enormous positive impact on the planet and its population. We are on a mission to change that.
Alongside the provision of financial security and capital growth to our clients, we have a clear focus on:
As a company, we seek to walk the walk in every way possible too. From only using free-cycled office furniture, to giving 25% of our profits to causes that benefit the planet, and in many other ways, we are always seeking to do more and stay true to our core values.
Benefits
Experience
Financial Services: 2 years+
The Path is committed to ethical, inclusive and legally-compliant recruitment and employment practices. We encourage and support applications from candidates without discrimination and operate an equal opportunity workspace.
APPLY
Please complete the form below and don’t forget to attach your CV. We will endeavour to get back to you as soon as possible.
Other Roles
Senior Financial AdviserS
To work with Path customers to understand and fulfil their financial planning needs, within a positive impact and sustainability overlay.
Paraplanners & Administrators
To work with our senior advisers to handle client journeys from point of contact, through advice to fulfilment of their financial planning needs.
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The Path Financial Ltd. Registered in England. Company No. 11583740. Registered office address: The Path Financial Ltd, Watch Oak, Battle, TN33 0YD
Authorised and regulated by the Financial Conduct Authority.
The Path is entered on the Financial Services Register https://register.fca.org.uk under reference 827270.
The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.
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