Job Information

Our client is a boutique, Fully Independent wealth planner, asset manager and employee benefits specialist who have an exciting opportunity for an experienced Client Support Manager.

This a hybrid role 1-2 days in the office 3-4 from home and will suit a confident and experienced Senior IFA Administrator.

Duties:

·         Organise and diarise meetings

·         Provide agendas and information requests prior to client meetings, if required

·         Prioritise administration and team workflow

·         Manage client queries

•         Assist with the preparation of meeting packs for client meetings and Annual Suitability Reviews

•         Prepare application forms and other documents for client signing or approval

•         Liaise with product providers to ensure all applications are received, completed carrying out switches if needed. Attend to outstanding requirements, keeping other members of the team informed as necessary

•         Produce accurate client portfolio valuations and statements using Intelligent Office

•         Complete and assist with trades and portfolio rebalancing, as required

•         Assist with cash management control on client accounts (bonds, SIPPs, etc)

Close plans correctly on Intelligent Office

Salary up to £40,000 (Neg)

Full Benefits package

For a full job description please apply on-line or contact Cameron James.