Client Services Manager & IFA Administrator
2 days left
- Full Time
MB Fitzgerald are working with a fast-growing Wealth Management Practice in Congleton who are currently looking to add to their support team. The role of Client Services Manager is ideal for an ambitious individual who is looking to progress from a Senior Administration position within a Financial planning Practice.
Responsibilities will include; file preparation, review suitability letter writing, analytics, re-balances, en-cashments, claim handling, withdrawals etc. It isn’t quite a paraplanning role as a thorough technical understanding would not be a necessity but having someone who is already Diploma qualified would certainly be of benefit. The natural progression from this role would be into paraplanning should the candidate wish but this is not something that would be expected just an option if appropriate.
The candidate must have experience in a Private Client Financial Planning Administration role and will ideally have some market qualifications. You should have a good industry knowledge and a strong educational background.