IFA Support

Reed Insurance
12 Feb 2017
12 Mar 2017
Contract Type
Full Time
My client is a leading Wealth Management firm in the City looking for an IFA Support to expand their team. They provide specialist independent advice on wealth management to individuals seeking sound advice on Tax, Investments and Pensions.

To be considered for the role you will have at least 1 years experience as an IFA Support in an IFA/ Wealth Management firm. We are looking for someone that has previous IFA Support experience, working with a number of Financial Advisers.

Key Skills:

- Managing leads with the Client Relationship Management (CRM) system.
- Arranging appointments and diary management.
- Preparing meeting packs for client appointments and ongoing client communication regarding follow-up and review meetings.
- Checking new business paperwork, banking cheques, scanning documents.
- Submission of new business to platform and off-platform administration teams.
- Managing cash balances and cash movements.

If you have the necessary experience then please do apply or send me your CV directly at gylan.marks@reedglobal.com

Reed Specialist Recruitment Limited is an employment agency and employment business