IFA Support Specialist

3 days ago


Worthing, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time

Artemis Recruitment Consultants Ltd is seeking an experienced IFA Support Specialist to join our team. This role offers a competitive salary of £26,000 - £32,000 per annum.

About the Position:

  • We are looking for a highly skilled and organized individual to provide administrative support to our Financial Advisers in delivering exceptional client service.
  • The ideal candidate will have excellent communication skills, be able to work effectively in a team environment, and possess a strong understanding of financial planning principles.
  • You will be responsible for maintaining accurate records, gathering data, and preparing reports in line with company policy.
  • This is an exciting opportunity to develop your career in a dynamic and supportive environment.

Key Responsibilities:

  • Collect and collate client information, ensuring compliance documentation is present and correct.
  • Discuss client objectives with Financial Advisers, identifying necessary information for financial reports.
  • Assist in planning and sourcing solutions to meet client needs, preparing tax calculations where necessary.
  • Obtain quotes, illustrations, and product details, providing comparisons for analysis.
  • Prepare suitability letters and reports for Financial Adviser approval, along with associated documentation.

Requirements:

  • A strong understanding of financial planning principles and processes.
  • Excellent organizational and time management skills.
  • Ability to work effectively in a team environment.
  • Strong communication and interpersonal skills.
  • Able to prioritize and manage multiple tasks simultaneously.

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