IFA Support

KFS Recruitment

Posted 5 hours ago, valid for 9 days

London, Greater London EC1R 0WX

Full Time

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Sonic Summary

A reputable IFA practice is seeking a Client Service Support (IFA Support/Trainee Paraplanner) with a salary range of £33,000 to £38,000.
The ideal candidate should have experience working in a support role within an IFA practice and ideally be working towards a level 4 diploma in financial planning.
Key responsibilities include preparing meeting packs, inputting client information into the back-office system, and assisting Advisers with case preparations.
The position requires good communication skills, analytical abilities, and a positive attitude, with the flexibility to work in a hybrid model 2-3 days a week.
Additional benefits include 20 days of holiday, pension contributions, and support for professional qualifications, with working hours from 9-5:50 or 8:30-5.

Client Service Support (IFA Support/Trainee Paraplanner)

City/hybrid

£33-38,000

A well-established and highly reputable IFA practice, offering holistic financial planning advice is seeking an additional person to join their team. The successful candidate will be working closely with Advisers, Compliance Manager and MD of the business in offering support in all aspects of the advice process.

Duties Include:

Preparing first meeting packs - as and when required Inputting fact find details into our back-office system - Intelligent Office (IO)
Set up clients on IO Input case onto IO Input initial fee (commission) onto IO
Input expectation of future income onto IO Obtain illustrations
Input ATR Questionnaire into Financial Express
Input Lifetime cash forecasting information into via Truth
Prepare suitability letters for Adviser sign off
Obtain & copy of Anti Money Laundering documents
Complete verification form for Adviser signature
Pass prepared case to Compliance
On-Line processing
Updating IO on a continual basis with updates/changes/progress on cases using activity manger and other workflow functions
Chasing business
Weekly planning / strategy meeting with Adviser
Handing telephone calls from Advisers, clients, providers
Diary management
General administration

Skills/attributes required:

Experience of working for an IFA practice in a support role
Ideally working towards level 4 diploma in financial planning
Experience of liaising with providers and knowledge of financial products
Good communication skills
Analytical skills
Good telephone manner and listening ability
Good level of IT proficiency including Financial Services Software
Positive/can-do attitude
Able to work without supervision
A team player who can work to deadlines

Additional information:

City/hybrid - job holder will be required to work from the office 2-3 days each week
9-5.50 or 8.30-5pm
20 days holiday plus time off at Christmas
Pension/DIS/PHI
Excellent career opportunities - support with professional qualifications (level 4/level 6)

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IFA Support

Financial Planner

Financial Planner

Financial Planner