IFA Support Professional

1 week ago


Saffron Walden, Essex, United Kingdom Antony George Recruitment Full time

Job Description:

As a Pension and Retirement Specialist, you will play a key role in supporting our experienced financial advisers in delivering exceptional service to our clients. Your responsibilities will include supporting the advice process, producing standard and customized reports, conducting detailed analysis of portfolios, and attending client meetings.

You will work closely with our operations and advisory teams to manage peak periods and ensure regulatory compliance throughout the advice process. To succeed in this role, you should have a minimum of 3 years' experience in an IFA environment, preferably with a Level 4 Diploma or active progress towards it. Strong knowledge of financial services products, particularly pensions and pension legislation, is essential.

The successful candidate will receive a competitive salary of £42,500 per annum, reflecting their value to the organization. In addition, they will enjoy a range of benefits, including 25 days' holiday, private medical care, pension contribution, and health insurance. This is a fantastic opportunity to work in a dynamic and supportive environment, collaborating with colleagues to deliver exceptional service to our clients.



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