CLIENT RELATIONSHIP MANAGER/ SENIOR IFA ADMINISTRATOR (Wealth Management)
Excellent benefits package
Are you an experienced IFA Administrator who thrives on Client contact and building strong relationships now looking at the next step to attend meetings with the Adviser? My client based in the Esher area is a chartered financial planning and wealth management from and takes immense pride in supporting Private individuals, families and charities and professionals with expert holistic advice and is now keen to recruit another experienced IFA Administrator to the team
Opportunity Highlights
** The focus of this role is to manage client relationships, preparing for and assisting the chartered financial planners by attending client meetings. ** Working as part of the Account management team ** Managing existing long standing client relationships ** This role is suitable for a professional with experience gained within financial services administration / paraplanning / IFA sector. Ideal opportunity if you are Diploma Qualified ( or working towards) with strong Client Relationship building skills ** You will include reviewing client investment portfolios, asset allocation and risk profiles, preparing and issuing review packs, attending client review meetings, minuting the meeting, and managing post review actions arising, assisting with the preparation of recommendation, preparing draft suitability reports, and getting authority from clients to proceed.
To discuss this role in more detail, please contact Camilla Howden at Financial Divisions