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A superb role has arisen within a long established Guildford based IFA/Wealth Manager.
We are currently seeking a skilled IFA Support to join their team in prestigious Surrey offices on a part time or reduced hours pasis ( negotiable).
This is an exciting opportunity for someone with experience in financial services to play a key role in supporting advisers and delivering outstanding client service.
Key Responsibilities
- Technical Support:
- Prepare and compile financial planning reports, including suitability reports and technical research.
- Client Support:
- Assist advisers with client queries and provide administrative support to ensure a seamless client journey.
- Compliance:
- Ensure all documentation and processes adhere to FCA regulations and internal compliance standards.
- Data Management:
- Update and maintain client records on Intelligent Office (IO) and other relevant systems.
- Financial Plans:
- Analyse client portfolios and make recommendations in line with their financial goals and objectives.
- Collaboration:
- Liaise with advisers, product providers, and other team members to support the advice process effectively.
- Process Improvement:
- Assist in the development of workflows, templates, and systems to improve operational efficiency.
- Client Meetings:
- Provide pre- and post-meeting support, including preparing packs and following up on action points.
This is a progressive opportunity for a skilled administrator with a level of experience within Financial Services Administration and is available immediately.
