IFA Support Specialist
1 day ago
Artemis Recruitment Consultants Ltd seeks an experienced IFA Support Specialist to provide essential support to Financial Advisers in Wokingham.
In this role, you will work closely with the advisory team to deliver high-quality financial advice to clients.
You will be responsible for recording client information, identifying client needs, and preparing suitability reports.
Responsibilities:
- Provide exceptional client service, handling queries and resolving issues efficiently.
- Record and maintain accurate client information, ensuring compliance with company policies and procedures.
- Collaborate with Financial Advisers to gather client data, identify needs, and develop recommendations.
- Liaise with product providers to obtain necessary information and quotes.
- Assist in preparing suitability letters, reports, and other documentation.
Key Skills:
- Strong understanding of financial planning principles and processes.
- Ability to work within defined business processes and achieve outcomes without supervision.
- Detailed and accurate record-keeping and reporting skills.
- Excellent interpersonal and communication skills.
- Ability to multitask, prioritize, and manage time effectively.
Estimated Salary: £32,000 - £38,000 per annum.
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