Financial Services Assistant Manager
1 day ago
Job Role:
This is an exciting opportunity for an experienced Financial Services Assistant Manager to join our team at Faith Recruitment. As a key member of our team, you will be responsible for providing administrative support to our financial advisers and contributing to the growth and success of our business.
Main Responsibilities:
- Manage the mail and respond to queries with a high level of professionalism
- Update client files and maintain accurate records
- Build strong relationships with clients through regular communication and follow-up
- Provide administrative support to financial advisers, including preparing reports and maintaining records
- Prepare client valuations and recommendation reports with attention to detail
- Process new and existing business reports with accuracy and efficiency
- Deal with external providers and professionals in a professional manner
- Process questionnaires, recording and filing as appropriate
- Facilitate face-to-face meetings with clients
Requirements:
- Previous experience in an IFA environment essential
- Strong organisational and prioritisation skills to manage multiple tasks
- Excellent attention to detail and accuracy when preparing documents
- Excellent verbal and written communication skills to interact with clients and colleagues
- Confident using Microsoft Office Suite including Word, Excel, and Outlook
- A thorough understanding of IFA terminology and regulations
About Us:
We are a leading recruitment agency specialising in finance and administration roles. We are committed to delivering exceptional results and building long-lasting relationships with our clients and candidates.
Salary: £38,000 - £43,000 per annum
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