Client Services Associate

This Client Services Associate role is within a national IFA
firm and is ideal for individuals with experience of undertaking the preparation
work for Financial Advisers, ahead of client’s financial planning reviews.

The preparation work will include: preparing client reports,
provider forms, existing policies and fund information. As such, you should
take ownership of the annual review process from allocation through to issuing
the meeting pack.

In addition, you will prepare review documentation and/or annual
suitability reports. You should have the confidence to liaise with Advisers where
information is incomplete or unclear.

Client Services Associate Requirements

• You
  should have experience as an Administrator within a financial services
• Ideally,
  you should have good knowledge of financial planning processes, products
  and how a Financial Advisor operates
• You
  should have experience and enjoy the process of preparing client meeting
  packs

The Company

This growing IFA firm is led by highly respected names
within the industry, accompanied with the backing of a private equity firm.
They are currently on a rapid growth phase of the business, with already £4.5bn
of AuM, which will continue to grow. They openly recognise to achieve such
success is dependent on having the right people in the business, as such they
are looking to build a strong team of passionate and skilled team members.

Financial Services Administrator Benefits

• Salary
  of £26,000 – £32,000
• Plus
  company benefits including 4x DIS, PMI, Group Income Protection, Employee
  Assistance programme, medicash, 5% pension (company matched up to 10%),
  discretionary bonus of 10% and 28 days holiday + bank holidays, rising up
  to 30 days
• Hybrid
  working with 60/40 split of office and home working
• 37.5
  hours per week
• Excellent
  career progression, with individual development plans shaped around your
  desired career path

Locations

Newcastle

Call us now on 0208 0044 154 or click Apply

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