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IFA Support

4 months ago

Farnham, Surrey, United Kingdom Ortus PSR Full time

We are seeking a highly motivated and organised individual to join a team as an Independent Financial Advisor (IFA) Support Associate.

In this role, you will play a crucial part in supporting their Independent Financial Advisors in delivering exceptional financial services to their clients.


Salary up to £32,000

They are a dynamic and client-focused financial services firm committed to delivering comprehensive and personalised financial solutions.

They take pride in their commitment to excellence, integrity, and innovation, providing our clients with the highest level of service.


The career progression will see you take on more complex processes in clouding Paraplanning duties leading to Advising.

Key

Responsibilities:

Client Services:
Assist in the preparation and processing of client documentation.

Handle client inquiries and provide timely, professional responses.

Maintain accurate and up-to-date client records.

Administrative Support:
Support IFAs in the preparation of financial plans and reports.

Coordinate and schedule client meetings and appointments.

Manage administrative tasks to ensure the smooth operation of the IFA's workflow.

Compliance:
Ensure compliance with industry regulations and internal policies.

Assist in the preparation of compliance documentation.

To be considered:
Previous experience in a financial services or advisory role is preferred.

Strong organisational and multitasking abilities.

Excellent communication and interpersonal skills.

Proficient in Microsoft Office suite and financial planning software.