Ifa Client Support X 3
4 weeks ago
An experienced Client Support Executive to provide proactive and efficient administration support to our Wealth Planners. The Client Support Executive role is key in providing full administrative support directly to new and existing clients, aligned to WealthPlanners and Para-Planners within the team, ensuring that all new business documentation is accurate and processed in line with agreed service standards.
**This is undoubtedly one of the most recognisable, well established Wealth and Fund managers in the City.**
**They are actively looking for Three skilled IFA support technicians to work on a " hybrid" basis.**
**The role**:
- To train, develop and grow into experienced Wealth Planning Client Service Executive.
- To fully understand the role and the expectations of the role from both an in-house and a regulatory perspective.
- Obtain and understand information and quotations required by Wealth Planners/Para-Planners to enable them to research the client’s needs prior to recommendations, as and when required.
- Learn to process new business from submission to completion in adherence to the service standards and operational Wealth Planning procedures and activity management.
- Learn to process and understand all the key servicing elements in support of our client’s needs and objects. Surrenders, Withdrawals & Income payments as an example.
- Understand and follow compliant record keeping in the electronic folders and within Intelligent Office and Folio as appropriate.
The role offers an extremely impressive package inc 26 days holiday, hybrid working, bonus and one of the best pensions in the market.
Interviews are available immediately.
- To be able to provide proactive and efficient administration support to Wealth Planners, Para Planners and team colleagues, in support of customer service excellence for new and existing clients.
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