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IFA Team Leader
3 months ago
IFA Team Leader
Coventry Based
35, ,000 DOE
NJR Recruitment have been instructed to work on an exciting opportunity for a credible firm of Financial Planners. Providing professional and bespoke Wealth Management service to Private Clients, Business Owners, Trustees and Sports professionals, they now have an excellent opportunity for an ambitious IFA Team Leader to join their highly successful practice in the Coventry area. Our client is extremely dynamic and provides an environment for career motivated people to thrive and will offer support should you wish to pursue professional qualifications.
Working from their prestigious office based in responsibilities will include:
Responsibilities:
" Prepare new business files, with the use of an external Paraplanner, taking full responsibility for the client files and back-office IT records throughout the advice process.
" Deal effectively with queries from clients and other parties through effective communication.
" Prepare client meeting files including any compliance required documentation.
" Provide client/adviser support in relation to existing client needs
" Support the Practice to ensure the end-to-end business process is adhered to.
" Fully analyse clients' requirements, develop, where appropriate, cash flow models and accurately record client data.
" Research and analyse financial products to meet client requirements and objectives.
" Construct financial planning solutions investment, retirement, tax and estate planning supported by the production of computer models and reports.
" Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models.
" Deal with general client queries and attend client meetings with the Partner if required
Candidates applying should be true, hands on Leaders. You will be an encouraging and supportive Leader, with the ability to multi-task and work under pressure in a fast paced environment. It goes without saying that those applying should come from a Financial Planning background and have a good understanding of processes and products.
REF 04745
