Job Details
IFA Client Support Manager
Sector:Financial Services
Region : South East England
Location: Weybridge
Salary: £35,000 - £40,000
Job Ref.: CL1403CMH
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.