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Experienced IFA Support Specialist
3 months ago
A well-established Financial Advisory firm is looking for a skilled IFA Administrator to enhance their client service operations.
Key Responsibilities:
- Facilitate the onboarding process for new clients
- Ensure accurate maintenance and updates of client information
- Prepare comprehensive client reviews, refresh cash flow models, and generate detailed reports
- Communicate effectively with clients and collaborate with other financial professionals
- Provide services in accordance with established timelines
Candidate Profile:
The successful applicant should possess at least 2 years of experience working with affluent clients within the UK market.