IFA Client Support
- Salary: Up to £32,000 depending on experience
- Location: Exeter or Bath
- Job Type: Full-time, Hybrid (up to 2 days at home after training/onboarding period)
We are seeking an IFA Client Support to join our team of administrators in a well-established IFA business. This role offers a friendly working environment and the opportunity for hybrid working. The successful candidate will provide essential administration support to the Planner and Technical Support team, ensuring a high-quality service that aligns with the company's values and FCA requirements.
Day-to-day of the role:
- Gain a thorough understanding of the sales process, client file requirements, and FCA requirements.
- Deliver personalised and high-quality service that meets clients' expectations.
- Understand each client's circumstances, objectives, and timescales to provide tailored service.
- Obtain information from providers on clients' existing financial arrangements and prepare client valuations.
- Input all client information and history into the back-office system.
- Collate documentation and ensure the New Business pack is complete before submitting applications to providers.
- Manage an ongoing case list, including new business cases, and ensure tasks are completed accurately and efficiently.
- Act as a point of contact for client queries and handle correspondence with clients and providers.
- Maintain compliance with client files.
- Prepare review packs for client meetings.
- Adhere to Company and FCA procedures at all times.
- Perform other administration duties as requested.
Required Skills & Qualifications:
- Administration experience within an IFA, Wealth Management, or Financial Services environment.
- Excellent written and oral communication skills.
- Exceptional organisational and time management skills.
- Meticulous attention to detail.
Benefits:
- Competitive salary up to £32,000 depending on experience.
- Discretionary annual bonus with the opportunity to earn up to 5% of basic salary, based on Company performance.
- Pension: Employer contribution of 5% with salary sacrifice for Employee contributions.
- 25 days annual leave (plus Bank Holidays) with the opportunity to buy or sell a further 5 days.
- Group Life cover: x4 salary.
- Hybrid working model with the opportunity to work from home after the probation period.
To apply for the IFA Client Support position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.