Independent Financial Services Consultant

3 weeks ago


Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time

We are looking for a highly motivated IFA Support Specialist to join our team at Service Service Employment Agency Limited. In this role, you will provide client service support and paraplanning expertise to our clients' designated Team Leaders.

About the Role
  • Maintain confidentiality and data protection at all times.
  • Participate in the design, improvement, and implementation of new processes/ways of working.
Client Services Support
  • Provide day-to-day technical administrative support and liaison with Wealth Managers.
  • Accurately update client information and maintain administrative work in Intelliflo Office (iO).

We offer a competitive salary of £35,000 - £45,000 per annum, depending on experience, plus various employee benefits and opportunities for professional development.



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