Financial Services Specialist

1 month ago


StratforduponAvon, Warwickshire, United Kingdom NJR Recruitment Full time
Senior Client Support Role

NJR Recruitment is partnering with a reputable firm of Independent Financial Advisers based in Manchester to find an experienced Senior Client Support professional.

The ideal candidate will have a strong technical background and excellent communication skills to provide efficient support to selected advisers.

Key Responsibilities:

  • Interpret and communicate advice based on client circumstances, risk profile, and objectives
  • Conduct product and fund research using systems such as Adviser Asset & FE Analytics
  • Write suitability and advice letters
  • Obtain pre-sale documentation, including quotations
  • Maintain accurate suitability report templates
  • Support and train other IFA Support Team members
  • Adhere to the FCA's Conduct Rules
  • Stay up-to-date with product, legislative, and technical changes
  • Attend client meetings with advisers, if required

The successful candidate will have experience working within an IFA practice, writing suitability reports, and studying relevant financial services.



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