This IFA Client Services Associate role is within a national IFA firm and is ideal for individuals with experience of undertaking the preparation work for Financial Advisers, ahead of client’s financial planning reviews.
The preparation work will include: preparing client reports, provider forms, existing policies and fund information. As such, you should take ownership of the annual review process from allocation through to issuing the meeting pack.
In addition, you will prepare review documentation and/or annual suitability reports. You should have the confidence to liaise with Advisers where information is incomplete or unclear.
Full job description available to assist you in preparing for interview
IFA Client Services Associate Requirements
* You should have experience as an Administrator within a financial services
* Ideally, you should have good knowledge of financial planning processes, products and how a Financial Advisor operates
* You should have experience and enjoy the process of preparing client meeting packs
* Experience using IO, Curo, Cashcalc or Dynamic Planner would be beneficial
The Company
This growing IFA firm is led by highly respected names within the industry, accompanied with the backing of a private equity firm. They are currently on a rapid growth phase of the business, with already £4.5bn of AuM, which will continue t...