Job Information

Senior Client Support – Manchester IFA Practice - £25,000 to £29,000

A Manchester City Centre based Independent Financial Advisers are seeking a new Senior Client Support Team member. The role is to provide efficient administrative support to one adviser

Day to day duties will include:

• •                 Acting as a point of contact for clients
• •                 Obtaining all pre-sale documentation including quotations etc
• •                 Product and Fund Research
• •                 Collating information from product providers on clients existing arrangements
• •                 Preparing client review documentation/valuation reports
• •                 Processing new business applications
• •                 Processing switches, surrenders, withdrawals & servicing requests
• •                 General administration and office duties
• •                 Updating and managing the client database

To be successful you will need to have experience of working within an IFA practice, writing suitability reports and be studying towards the Diploma or Regulated Diploma in Financial Services (level 4). Knowledge of 1st Software, Outlook, Excel and Word will be a benefit too.

For more information contact Richard on 07852419897 or email Richard.kunman@cameron-james.co.uk

Or apply now