We are seeking an IFA Administrator which we term a Client Relationship Manager for our Financial Planning & Wealth Management firm based in Fareham in Hampshire.
We are interested in you, if you have experience in a similar role in Financial Services and want to work in a small and tight knit Financial Planning team; want to learn from an experienced team with progression opportunities for the right individual.
The position will involve providing support for our clients, Financial Planners, Paraplanners and the Operations Director.
Thorough computer skills are essential and in particular a working knowledge of provider platforms is essential and use of Intelligent Office back office system would be desirable.
Produce paperwork including portfolio valuations in advance of client annual review meetings including the Annual Review Suitability Letter following the Annual Review
~ Strong interpersonal and communication skills We are seeking a Client Relationship Manager for our Financial Planning & Wealth Management firm based in Fareham in Hampshire.
~ We are interested in you, if you have experience in a similar role in Financial Services and want to work in a small and tight knit Financial Planning team; want to learn from an experienced team with progression opportunities for the right individual.
~ The position will involve providing support for our clients, Financial Planners, Paraplanners and the Operations Director.
Thorough computer skills are essential and in particular a working knowledge of provider platforms is essential and use of Intelligent Office back office system would be desirable.
Compensation & Benefits Summary
~ Profit Share Scheme
~ Ongoing training and access to professional events
~ Company Pension Scheme with 3% employer contribution
~ Non Contributory Private Medical Insurance
~20 Days holiday increasing to 27 days with length of service
~ Time off between Christmas and New Year without taking it as part of holiday entitlement
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