IFA Support Specialist
2 days ago
We are looking for an experienced IFA Support Specialist to join our team in Ipswich. As a key member of our operations team, you will play a vital role in delivering exceptional client service and supporting our Wealth Managers in their daily activities.
Key Responsibilities- Provide paraplanning support to Wealth Managers, including fund research and analysis, preparation of initial financial plans, and consulting with Wealth Managers on client investment, pension, and tax planning.
- Accurately update client information and system records in Intelligent Office.
- GCSE English and Maths (or equivalent).
- CII Level 4 Diploma in Financial Planning (or working towards qualification).
- Previous experience of Microsoft Teams and Intelligent Office would be advantageous.
- Annual leave entitlement increasing at certain continuous service milestones.
- Discretionary company Christmas leave.
- Flexible working opportunities.
- Eligibility to participate in discretionary annual bonus opportunities.
Estimated salary: £30,000 - £38,000 per annum. Salary negotiable depending on experience.
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