Investment & Retirement Solutions Ltd is authorised and regulated by the Financial Conduct Authority
Registered in England & Wales (6884783) at Ransom Hall, Ransom Wood, Nottinghamshire, NG21 0HJ
telephone 0333 443 1066
Location:
Specialisms:
Works with:
NO AGENCIES!!!!
ADVISING NEW JOINERS
We’re not actively looking for team members, but if the “right” person approaches we will immediately switch into recruitment mode.
The sad reality is that whilst we love our firm and our jobs, we’re not getting any younger, so, we are particularly interested in talking to one or more people who may be interested in ultimately taking over our business to continue serving our clients when we get to the point when we need putting out to pasture.
You might be a young qualified adviser who wants to learn and develop in a deliberately small, fiercely independent, directly authorised firm. Or maybe you’re qualified and frustrated by the self-interest and energy-sapping procedures imposed on you in a one-size-fits-all all network or large firm
Of course, we prefer CAS, a library of qualifications, relevant and up-to-date CPD and a valid SPS. But our most important tests are:
The latter test we see as a positive; as general financial practitioners, it’s impossible to know everything. Medicine is a good analogy; when a client visits their GP, the doctor isn’t afraid of ordering some tests, checking a textbook or referring to a specialist colleague. We expect our advisers to operate in the same manner.
It would be great if you’re already level 6 Chartered qualified, but perhaps you’re just a mortgage adviser or experienced support team member looking to break through your glass ceiling? If so, lets talk!
We prize ethics, honesty and quality more than turnover and the ONLY targets we impose are based on qualitative measures, not production.
You need to be reasonably tech-literate, our infrastructure is digital, based around established systems such as Intelligent Office, but we’ve also got some rather more exclusive digital tools. Of course, the advantage of our digital office means you can work from anywhere with a secure internet connection so don’t need to limit yourself to a fixed physical base.
We have NO interest in prima-donnas, the self-centred or non-team players joining & disrupting our happy and helpful team.
Please don’t ask about the “deal”, “contract” or “proposition”, we don’t have anything on the shelf. We’re more interested in talking to enthusiastic professional people to find something that works for everyone.
We regret we can only consider individuals for advising roles if they are already qualified to a minimum of mortgage advising. However, we would consider part qualified experienced advice support staff. Unfortunately, for the foreseeable future, we cannot develop inexperienced individuals.
Interested?
Get in touch with Paul C for an informal chat
NO AGENCIES!!!!
SUPPORT TEAM NEW JOINERS
Our support team is very busy and although we’re not actively looking for team members, if the “right” person approaches we can switch into recruitment mode.
At this moment in time, we regret that we will only consider experienced joiners.
We have a preference for flexible working from home. What do we mean by flexible? To keep the workflow moving, some jobs have to be done by a certain time, particularly if it’s for something a client is expecting. However, most tasks just need to be completed in an “about” timescale and it makes little difference if that is “about 3 days before” or “about 3 days after“. For this type of work we do not expect anyone to be a slave from 9 until 5. Work can be done around shopping, the school run, a morning out, taking the dog for a walk, taking yourself for a walk etc. If it isn’t time-critical, all we’re bothered about is that it gets done.
We are open to outsourcing but find this works best on a 1:1 arrangement, so we’re not interested in developing relationships with corporate outsourcers.
We use a variety of different systems with different levels of integration (from full to none) depending on the function being performed. Our back office is Intelligent Office, and our digital office infrastructure is Google Workplace, supplemented with MS Teams and a standalone internet telephone system. A lot of our ‘clever’ stuff is performed using Defaqto Engage and we’re learning to love the usability of Genovo. Not having CashCalc would be like not having our morning coffee – inconceivable. Experience with some of these systems is a clear advantage for certain support roles.
We would be particularly interested in talking with anyone who has some experience running month-end Intelligent Office reconciliations, who is prepared to learn (via Teams) from our amazing in-house expert how to extract data from statements, how to activate & configure API push and pull data integrations and quickly categorise and reconcile within days of month end, producing statements and RegData summaries. This skill is a great addition to a support team member’s CV, and selfishly, gives us emergency cover and an extra resource to help our overworked expert on a day-to-day basis.
Interested in an informal chat to see if we’re a match?
Get in touch with Paul C for a chat
Investment & Retirement Solutions Ltd is authorised and regulated by the Financial Conduct Authority
Registered in England & Wales (6884783) at Ransom Hall, Ransom Wood, Nottinghamshire, NG21 0HJ