IFA Support Specialist

4 weeks ago


Gerrards Cross, Buckinghamshire, United Kingdom Blakemore Recruitment Full time

We are currently seeking an IFA Support Specialist to enhance our Financial Planning practice. This position offers the flexibility of remote work for four days each week.

As a progressive Independent Financial Advisory firm, we focus on providing comprehensive Financial Life Planning services. We are looking for a skilled IFA Support Specialist who possesses a proactive mindset and meticulous attention to detail. This role includes flexible working arrangements and a range of benefits.

Position Overview:

  • Assisting the Financial Planning team in executing new business strategies
  • Managing communications and inquiries from both new and existing clients
  • Facilitating the development and upkeep of internal relationships
  • Upholding a high standard of customer service in all processes and communications
  • Coordinating with product providers and other pertinent third parties
  • Overseeing client review communications and ensuring exceptional client service
  • Managing individual workflows effectively

Essential Qualifications:

  • Effective communication skills to engage customers and collaborate with professionals
  • Positive demeanor, problem-solving abilities, and innovative thinking
  • Capability to perform well under pressure while enhancing customer service standards
  • Strong organizational and planning skills to establish customer service protocols
  • Professional presentation and dedication to continuous improvement in customer service skills


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