Careers at turpin barker armstrong

Graduate Trainee Financial Advisor

 
We are seeking a career minded, articulate and numerate recent Finance Graduate looking to build a career within the financial advice sector, who is looking to study for CII professional qualifications whilst working.

In addition to supporting a Chartered Financial Planner, specialising in pensions, the role will involve a combination of analytical reporting, technical administration work and conducting fact finding. As you develop your skills and attain qualifications you will then have the opportunity to work more closely with clients and offer financial advice once qualified.

This is an excellent opportunity for a career minded graduate to train and develop in one of the fastest growing areas of Financial Services.

Candidate Profile

• Academics 2.1-2.2 in a finance related subject
• Genuinely career minded
• Energetic and enthusiastic
• Good interpersonal and communication skills, able to engage and converse with individuals from all backgrounds
• Team Player
• Quick learner
• Excellent IT skills

Package

• Salary circa £22,000
• Study support
• 23 days holiday plus bank holidays (25 days after 1 years’ service)
• 3 month probationary period
• Pension  4% employer/employee contributions after successful completion of probationary period
• No parking fees (park on road) 
• Working hours Mon-Thurs 8.30am to 5.45pm, Fri 8.30am to 1.00pm 
• Employee’s Assistance Programme 
• Childcare Vouchers
• Cycle to work scheme

Independent Financial Advisor

This is an exciting opportunity for an experienced IFA who is looking for fresh challenges and a desire to be part of and help build a growing business through current Turpin Barker Armstrong clients, cross referrals, the IFA’s current contacts and from other sources such as networking and lead generating introduces.

With a primary focus on pensions in addition to investments and protection the successful candidate will:

• Have a minimum of 2 years Advisor experience working within a regulated IFA practitioner
• Preferably CII Dip PFS qualified although applicants with only 2 exams to sit may be considered
• Ideally a portfolio of clients to bring to our firm
• Be able to demonstrate your ‘client first’ approach to financial Services
• Proficiency in assessing clients overall financial picture, understand their needs and develop a solid financial plan, providing  strategic advice across a variety of financial products and services, guiding clients towards a secure financial decision
• Demonstrable track record of converting leads into new business, networking and developing a portfolio
• Be driven with a strong understanding of the current Financial Market 
• Be personable with excellent communications, negotiation and presentation skills with attention to detail and the ability to explain complex information clearly and simply
• Comply with all industry rules and regulations
• Keep abreast of new industry trends and research market 
• Possess a full driving licence
• Have excellent IT skills

Package

• Salary circa £45,000 to £55,000 ATE
• 30% bonus on income received over and above 2.5 times salary
• 23 days holiday plus bank holidays (25 days after 1 years’ service)
• 6 month probationary period
• Pension  4% employer/employee contributions after successful completion of probationary period
• No parking fees (park on road) 
• Working hours 8.30am to 5.45pm Mon- Thurs, 8.30am to 1.00pm Fridays
• Employee’s Assistance Programme 
• Childcare Vouchers

Senior Insolvency Administrator

 

• The successful candidate will have managed a high volume of their own portfolio of cases from appointment to closure on a variety of corporate work and ideally with some personal insolvency.

• A minimum of 4 year’s case administrator experience.

• Strong verbal and written communication skills.

• Demonstrable attention to detail.

• Ideally supervision of junior staff.

• A sound working knowledge of IPS.

• A levels – A-C

• CPI qualifications is desirable but not essential

•  Office hours 8.30-5.45 Mon-Thurs,  8.30-1.00pm Fridays (37.5 hours per week)

Insolvency Administrator

 

• The successful candidate will have managed  their own portfolio of cases from appointment to closure on corporate cases and ideally some personal insolvency.

• A minimum of 3 year’s case administrator experience.

• Strong verbal and written communication skills.

• Demonstrable attention to detail.

• A sound working knowledge of IPS.

• A levels – A-C.

• CPI qualifications is desirable but not essential

• Office hours 8.30-5.45 Mon-Thurs,  8.30-1.00pm Fridays (37.5 hours per week)