Senior IFA Support Specialist
2 weeks ago
Job Title: Senior IFA Support Specialist
About the Role:
Mulberry Recruitment is seeking a highly skilled and experienced Senior IFA Support Specialist to join our financial services team. As a key member of our team, you will be responsible for providing senior-level administrative support to our Financial Advisers and ensuring the smooth operation of our financial planning activities.
About You:
To be successful in this role, you will need to have a minimum of 2 years' experience within the financial services industry, with a strong background in financial planning and administration. You should have excellent IT skills, proficiency on Microsoft Office packages, and strong technical knowledge of investments, pensions, and family wealth planning.
Your Key Responsibilities:
- Provide senior-level administrative support to our Financial Advisers, including dealing with complex client queries, recording communication accurately, and organising financial planning annual reviews.
- Collect, collate, and record client policy information and critical data in accordance with KYC principles.
- Obtain policy information, quotes, illustrations, and product details.
- Place investment trades, fund switches, and conduct peer reviews on fund switches instructed by colleagues.
- Organise financial planning annual reviews with clients on behalf of the Financial Adviser.
- Prepare documentation for initial client meetings and annual financial reviews.
- Be proficient in sending critical client data using electronic methods.
- Create, schedule, and manage follow-up tasks relating to client meetings, ad-hoc requests, and new business submissions.
- Comply with internal and FCA compliance policies and procedures to ensure client data remains confidential and compliant.
- Commit to continuous personal development and assist with training and development of junior team members.
What We Offer:
We offer a competitive salary of £40,000 - £45,000 per annum, depending on experience, plus benefits and opportunities for professional development.
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