Job Title: Client Services Associate / IFA Administrator
Location: London, City
Salary: £28000 – £38000
Are you currently working within the wealth management industry, and looking for a fresh challenge with genuine growth and career development opportunities?
Would you relish the opportunity to support a thriving Adviser through responsibility for being the main point of contact for his client bank, and through harnessing the variation of client services, platform and portfolio work and IFA administration?
Are you looking for a company that will invest in you and help you progress?
If so then this role could be for you.
Company and Role:
Our client is a forward thinking, well established, boutique fianncial ploanning company who are based near holborn station in London. They are looking for a client services associate to join their team, and support an adviser with his client bank.
They have a fantastic growth plan, and so there will be genuine progression options into either advice, paraplanning or really harnessing a client services manager role.
Benefits include:
  • Hybrid working options – 2 days from home
  • Technically savvy and forward-thinking company
  • Full study support to gain your Diploma / enhance your technical skills
  • Full progression plan through to advice available
  • Salary up to £35,000 + benefits including PMI, life cover and bonuses
The role will involve the following:
Tailored Financial Planning Service (TFPS) – Be the centre point of the TFPS service.
Utilise and Improve Processes – Play a key role in both utilising and improving our processes and workflows.
Shadowing – Shadowing the Directors of the business in planning meetings. • Growth – This role could grow into either a paraplanning or financial planner role.
Planning Meetings – Pre Meeting – Arrange meetings, collect and prepare documentation for meetings (Client information, Agenda’s, Investment Report’s and Risk Review’s). Post Meeting – Utilise our streamlined reporting tool to confirm details to clients.
Technology – The TFPS is centred around the effective use of technology to streamline our processes.
Compliance – In all aspects work within our compliance structures to better client outcomes.
Communicate – Liaise with clients as part of the implementation of their financial plans. Answering phone calls and managing client correspondence.
Record – Collate, update and manage client data. Including managing CRM data and registers
Utilise and Improve Processes – Play a key role in both utilising and improving our processes and workflows.
For more information about the role and practice, please apply.