Job Details

Job description

This IFA Client Support job in Stockport provides equity participation for all team members to benefit from collaborative success.

As an IFA Client Support you will be supporting their Financial Advisors and Paraplanners with providing excellent, holistic financial planning. Your responsibilities will include:

• Contacting clients to organise appointments and collect outstanding information
• Preparing review packs prior to client meetings
• Processing business and applications
• Receiving and implementing requests from their Financial Advisors
• Maintaining up to date client files and data

The business has HNW clients, as a business their goal is to provide excellent, holistic financial planning.

Our client would support progression to become a Paraplanner or Financial Advisor in due course.

IFA Client Support Requirements

• You must have experience in a similar role of providing IFA Client Support
• You should have good knowledge of financial planning processes

The Company

This growing independent wealth management firm has a team of industry experienced professionals who share a passion for delivering best advice and service to clients. The business has a collaborative approach and is keen for all team members to benefit from their collective success.

IFA Client Support Benefits

• Salary of circa £23,000 plus quarterly bonuses
• Plus, equity participation upon passing probation, enabling you to benefit in the company success
• Office based role with some hybrid working, up to 2 days from home

Location

Stockport

Call us now on 0208 0044 154 or click Apply

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