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Client Support Assistant
4 months ago
**Location**
**Salary**
**Posted on**
**Reference**
**Halifax
£22000 - £24000
05/05/2023
NJR13621
DESCRIPTION
CLIENT SERVICING ASSISTANT - IFA Firm
LOCATION: Elland
NJR Recruitment are working in Partnership with a firm of Independent Financial Planners who have been established since 2000. Offering comprehensive and impartial financial advice for individuals, businesses, public sector organisations, unions, and charities, our client now require an additional Administrator to join their friendly team.
Principle Accountabilities:
" Produce client list for reviews
" Collate fact find information
" Update Intelliflo with all fact find information
" Analyse risk questionnaires
" Generate existing product illustrations
" Portfolio valuation report generation
" FE Analysis of funds & Health Check
" Preparation of meeting review packs for IFAs
" Activity diarisation & work logging activities
" Preparation of Annual Review Reports following review meeting
" CashFlow Analysis
NJR 13621