This IFA has quickly built up a reputation for providing high quality advice on all aspects of finance including financial planning, mortgages and commercial finance.  

You will be involved the preparation of valuations and reports for clients.

This will involve drafting investment recommendations in line with the company investment strategy.

You will be required to liaise with other team members, providers and advisers to ensure the timely completion of reviews. 

A growing organization with offices situated nationally, the surrey office is one of the main administration centres.

You will need:

·         Previous experience within financial services

·         Computer literacy– word and excel. GCSE Grade C (or equivalent) or above in Maths and English

·         FPC or equivalent not necessary but would be a benefit

·         Ability to work to challenging deadlines

·         Good analytical skills; the role will involve making investment decisions