Ifa Servicing Advisor

3 weeks ago

Burgess Hill, United Kingdom Reset Recruitment Full time

**IFA Servicing Adviser**

**Salary: £40k -£50k + bonus structure and great company benefits**

**Location: Burgess Hill - office based**

**Hours: Mon - Fri 9am - 17.00pm**

**Free parking**

My client is a highly respected and well-established wealth management organisation that is looking to for a bright and articulate individual to join their servicing team, where you will be servicing an existing portfolio of clients for all their personal financial planning requirements.

You will already have a background within an IFA/ Wealth management organisation and be Level 4 Diploma qualified with an aim of achieving chartered status.

**Responsibilities**:

- Liaising with clients over the phone, teams and correspondence in line with the organisations business plan.
- Contacting existing clients in accordance with agreed level of services offered.
- Making sure client information is obtained accurately before any recommendations is made.
- Ensuring the portfolio are managed in accordance with the client’s mandate, objective and firm’s investment proposition.
- Undertaking appropriate product and market research
- Making sure all supporting documents are maintained.
- Dealing with client queries in a timely manner.
- Prospecting and contacting clients in accordance with the firm’s business plan.
- Ensuring that you can identify clients who are vulnerable or are in potentially vulnerable circumstances, to treat them fairly and provide appropriate advice.
- Responding to all compliance requests in a timely manner.
- Ensuring relevant CPD is maintained and recorded accurately.
- Keeping up to date with relevant regulatory, product, legislative and technical requirements.
- Ensuring compliance with the FCA’s conduct rules.
- Liasing with admin support, Paraplanners and other departments.
- Ensuring client files are compliant on an ongoing basis.
- Proven background within an IFA/Wealth management organisation dealing with client financial planning needs.
- Level 4 Diploma with an aim of achieving Chartered status.
- Excellent knowledge and awareness of relevant legislation that affects the financial services industry.
- Ability to compile reports.
- Great communication skills both written and oral.
- Great IT skills.
- Sound knowledge of FCA regulations and compliance.
- Personable, professional and a strong team player.

This is a great opportunity to join a reputable and forward-thinking organisation that offers great training, further study, outstanding company benefits and the opportunity to further your career within a friendly working environment. To be considered for this role please submit your CV ASAP.

**Job Types**: Full-time, Permanent

**Salary**: £40,000.00-£50,000.00 per year

**Benefits**:

- Company events
- Company pension
- Cycle to work scheme
- Financial planning services
- Free parking
- Health & wellbeing programme
- Life insurance
- On-site parking
- Private medical insurance
- Transport links

Schedule:

- Monday to Friday

Supplemental pay types:

- Performance bonus

Work Location: In person

Reference ID: 15896

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