IFA Support Specialist
3 weeks ago
Job Title: IFA Support Specialist
Estimated Salary: £38,000 - £48,000 per annum
Mulberry Recruitment seeks an experienced IFA Support Specialist to join their dynamic team. In this role, you will provide administrative support to the financial advisory team, ensuring seamless communication with clients and efficient management of client records.
Key responsibilities include:
- Managing client queries and resolving issues in a timely manner.
- Coordinating annual financial reviews with clients on behalf of the Financial Adviser.
- Collaborating with colleagues to place investment trades, fund switches, and conduct peer reviews.
- Preparing documentation for client meetings and reviews, including product literature and client agreements.
- Utilizing electronic methods to send critical client data securely.
- Creating and managing follow-up tasks related to client meetings and new business submissions.
- Ensuring compliance with internal and FCA policies and procedures, maintaining confidentiality and adhering to AML and GDPR regulations.
- Providing training and development support to junior team members.
To excel in this role, you will need:
- A minimum of 2 years' experience within the financial services industry.
- Strong technical knowledge of investments, pensions, and family wealth planning.
- Excellent IT skills and proficiency in Microsoft Office packages, with an intermediate level of Excel expertise.
- An understanding of the needs of Financial Advisers and familiarity with FCA rules and requirements.
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