Financial Services Specialist
1 month ago
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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Financial Planning Specialist
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Financial Planning Specialist
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Financial Analyst
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Financial Analyst
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Financial Accountant
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