Private Client Assistant
7 days ago
The position involves showcasing the company's services professionally and in compliance with FCA standards.
- Starting off as an IFA Administrator to assist the Paraplanners and collaborate with Private Client Advisers, with the opportunity to progress to a Paraplanner role.
- Responsibilities include handling letters of authority, withdrawals, valuations, and client queries, as well as preparing annual review and meeting packs for IFA's.
Develop a solid understanding of pensions, investments, protection, and corporate schemes.
- Prepare annual review packs for clients and Private Client Advisers, supporting them throughout the review process.
- Show unwavering commitment to transparent and ethical business practices as per regulations.
- Assist Paraplanners in conducting research and analysis to address client requirements and goals.
- Support Paraplanners in creating client financial plans and suitability reports.
- Collaborate with Paraplanners and Private Client Advisers to identify client objectives and gather necessary information for financial reports.
- Enter data into the back-office system, ensuring it remains updated at all times.
- Engage in continuous professional development to maintain best practices and personal growth, staying current with knowledge and maintaining records for review.
- Participate in client meetings with Financial Planners when necessary.
- Demonstrate strong communication skills via phone, email, and other channels.
- Collect information, quotes, illustrations, and product details for analysis and comparison.
- Utilize Company Systems to input Will and Trust cases for Private Client Advisers.
- Show unwavering dedication to transparent and ethical business practices in compliance with regulations.
- Provide relevant recommendations for enhancing services.
- Attend and complete required training sessions.
- Show support for the Firm's growth and principles.
Strong administrative capabilities and keen attention to detail.
- Ability to learn various software applications utilized within the company.
- Effective verbal and written communication skills are essential.
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