Job Details
IFA Client Manager
Sector:Financial Services
Region : North West England
Location: Chester
Salary: Neg
Job Ref.: CL2309CMA
Job Information
Our client a firm of independent Chartered Financial Advisers with offices in Chester and Liverpool who are looking for a Client Manager/Paraplanner.• Receiving instructions during debriefings from advisers following client meetings.
• Interpreting data obtained by advisers during client meetings.
• Analysing data and using research tools to provide solutions to meet client needs and objectives.
• Providing records to support research undertaken.
• Consolidation of client needs and objectives, together with the recommendations and course of action in a written format via suitability letters, client specific illustration and key features document.
• Carrying out all tasks in a manner consistent with compliance procedures.
• Preparation of existing client files ready for reviews.
• Ensuring all client files are compliant on an ongoing basis.
• All business-related administrative duties
These duties are not to be regarded as exhaustive and you may be required to perform such other and / or additional duties within your skill and competence as the company may require.
The ideal candidate should be diploma 4 or working towards. Support will be given to progress to charter status if desired. Plenty of progression opportunity.
Salary dependant on qualifications and experience, excellent Benefits.
Please apply on-line or contact Cameron James for further information