This IFA Client Services Associate role is within a national IFA firm. You will be the vital link between the Financial Advisers, Paraplanners and clients. Your role will be to oversee the advice process, ensuring it runs smoothly from start to finish, by producing accurate, timely and well presented client information to all parties.
Duties will include: preparing for client meetings, ensuring data is accurate, ensuring reports, forms and review documentation are fully completed and liaising with providers. Plus, you will be liaising across departments to identify and rectify any gaps or inconsistencies, making sure the Financial Advisers and Paraplanners have the information to carry out their responsibilities effectively.
To be successful in this role, you will need:
* Attention to detail
* Proactive communication
* Commitment to getting it right first time
IFA Client Services Associate Requirements
1. You should have experience as an Administrator within a financial services
2. Ideally, you should have good knowledge of financial planning processes, products and how a Financial Advisor operates
3. You shoul...