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
1. Technical Support:
2. Prepare and compile financial planning reports, including suitability reports and technical research.
3. Client Support:
4. Assist advisers with client queries and provide administrative support to ensure a seamless client journey.
5. Compliance:
6. Ensure all documentation and processes adhere to FCA regulations and internal compliance standards.
7. Data Management:
8. Update and maintain client records on Intelligent Office (IO) and other relevant systems.
9. Financial Plans:
10. Analyse client portfolios and make recommendations in line with their financial goals and objectives.
11. Collaboration:
12. Liaise with advisers, product providers, and other team members to support the advice process effectively.
13. Process Improvement:
14. Assist in the devel...