Client & IFA Support Assistant

Upgrade Recruitment
02 Feb 2017
02 Mar 2017
Contract Type
Full Time
A specialist financial planner company are looking to hire a Client & IFA Support Executive to join their small team. Working directly underneath the Managing Director who has been a successful Financial Planner for over 20 years.

The Managing Director is widely respected within the Financial Planning industry, and has regularly appeared on National Television & Radio sharing his views, as well as speaking at events and conferences globally.

As the successful Client & IFA support assistant you will have a number of key responsibilities, these include but are not limited too

*Assisting the financial planner in all areas of financial planning
*Assisting the team with information gathering and research to meet clients' needs & objectives
*Developing & maintaining internal relationships
*Continuous professional development to meet regulatory requirements and personal development needs
*Pro-active in suggesting improvements for continuing progression of the firm
*Organising appointments and meetings - booking rooms and ensuring that a Financial Planner is fully briefed on each client meeting
*Diary management
*Assisting with pre client appointment work
*Assisting with new business recording and submission
*Creating presentations, reports and other documentation required
*Ad hoc administration as required

In return you will be offered a starting salary of £19-25k depending upon experience, nice working hours 9am - 5.30pm. The company are located within walking distance from a major SW Train station, as well as London Underground Stations and multiple local bus routes.

To register your interest in applying for the role please contact Rupert @ Upgrade Recruitment. Contact details can be found on the Upgrade Recruitment website.