We’re Hiring!

We’re Hiring!

Date: 27 June 2024 | By: robertsb

Roberts Boyt Ltd is a firm of Independent Financial Advisers and Chartered Financial Planners regulated and authorised by the Financial Conduct Authority. Established in 1997 it traces its origins back to 1987.

Our highly qualified Advisers have a wealth of holistic and life experience servicing all demographics in retirement, investment, succession, inheritance, and estate planning. Our client assets under management and influence exceeds £200M.

We specialise in advising on and arranging every form of pension saving in accumulation to retirement date. Providing tailored specialist advice at retirement ensuring sustainability to mortality. This includes workplace pension, auto enrolment, SIPP or SSAS to Annuity purchase and Flexi Access Drawdown. Pension options are fully explored and advised appropriately.

Arranging tax efficient investment portfolios for growth and income using ISA, VCT, EIS, as well as GIA wrappers for Individuals, Companies, and Trusts to facilitate IHT planning and mitigation.

We arrange Wills, Lasting Powers of Attorney (LPA) and complete Probate applications. We act as Executors, Trustees and Attorneys where required.

Protecting hard-earned money and assets from income tax, capital gains tax, corporation tax and inheritance tax is our expertise. We open and operate Trustee Bank accounts through our specialised Services.

To achieve personal desired financial outcomes, our team assist with detailed financial life plans for children, undergraduates, postgraduates, individuals, parents, grandparents, encompassing and adapting to the various challenges we all face in different stages of the life cycle from cradle to grave.

Our Private - Client Only ‘Roberts Boyt App’, facilitates the secure collation of information under open banking arrangements, and provides invaluable Digital Vault functionality.

A progressive and dynamic company looking after the needs of individuals, companies, and charities, that promotes equality and professional development in their workforce. One of the leading Regulated Independent Financial and PIMFA authorised firms in Wales, we aim for the long term by appointing and training committed individuals to develop the business further through a structured pathway.

We are always there for our clients - and more.

Job description

Work will involve:

  • Servicing existing clients
  • Preparing reports
  • Arranging appointments
  • Dealing with enquiries
  • Resolving administrative issues
  • Dealing with third party providers
  • Call handling
  • Greeting clients
  • Assisting the Director
  • Liaison with Advisers
  • Discretion and Professional at all times
  • Opportunity to complete further industry specific qualifications with exemptions for any existing Graduate or Post Graduate qualification
  • The opportunity to complete advisory professional development will be available.

The position offers the successful candidate:

  • Full Office based working hours
  • Monday to Friday 09.00 to 17.00
  • Generous holidays
  • Exceptional pension contributions
  • Fitness membership
  • Allocated parking space
  • Flexibility to marry the work life balance

We are looking at up to an initial 5-10 years’ industry experience of existing financial services with background knowledge of various industry software packages.

The Best Professional telephone voice and manner.

Bilingual (Cymraeg) an advantage.

Application Deadline - 19/07/2024

£24,000.00- £30,000.00

Apply now! Send your CV to Huw@robertsboyt.com