IFA Support Specialist

2 days ago


Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full time
About the Role

We are looking for a skilled IFA Support Specialist to join our firm based in the Wokingham area. As a fully office-based position, you will be working directly alongside Financial Advisers to provide administrative support and help them deliver high-quality financial advice services to clients.

Your primary responsibilities will include dealing with client queries, recording client communications, collecting and collating client information, and working with Financial Advisers to discuss client objectives and identify information requirements. You will also be responsible for preparing suitability letters and reports, assisting with administrative functions, and ensuring compliance with company policy.

To succeed in this role, you will need excellent communication skills, the ability to work independently and as part of a team, and a willingness to commit to continuous personal development. You should have prior experience in a similar environment and be able to assess information, make comparisons, and identify critical features.


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