IFA Client Service Associate

This IFA Client Services Associate role is within a national IFA firm. You will be the vital link between the Financial Advisers, Paraplanners and clients. Your role will be to oversee the advice process, ensuring it runs smoothly from start to finish, by producing accurate, timely and well presented client information to all parties.

Duties will include: preparing for client meetings, ensuring data is accurate, ensuring reports, forms and review documentation are fully completed and liaising with providers. Plus, you will be liaising across departments to identify and rectify any gaps or inconsistencies, making sure the Financial Advisers and Paraplanners have the information to carry out their responsibilities effectively.

To be successful in this role, you will need:

• Attention to detail
• Proactive communication
• Commitment to getting it right first time

IFA Client Services Associate Requirements

• You should have experience as an Administrator within a financial services
• Ideally, you should have good knowledge of financial planning processes, products and how a Financial Advisor operates
• You should have experience and enjoy the process of preparing client meeting packs
• Experience using IO, Curo, Cashcalc or Dynamic Planner would be beneficial

The Company

This growing IFA firm is led by highly respected names within the industry, accompanied with the backing of a private equity firm. They are currently on a rapid growth phase of the business, with already 4.5bn of AuM, which will continue to grow. They openly recognise to achieve such success is dependent on having the right people in the business, as such they are looking to build a strong team of passionate and skilled team members.

IFA Client Services Associate Benefits

• Salary of 26,000 - 32,000
• Benefits typically include: 4x DIS, PMI, Group Income Protection, Employee Assistance Programme, Medicash, 5% employer pension and 3% employee pension, discretionary annual bonus and 28 days holiday + BHs, rising by 1 day per year up to 30 days
• Hybrid working after being signed off as competent (typically in line with probation sign off)
• 37.5 hours per week
• Excellent career progression, with individual development plans shaped around your desired career path

Locations

• Talbot Green
• Swanley
• St Helens

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