Job Description
A superb role has arisen within a long established City based IFA/Wealth Manager.\n\nWe are currently seeking a skilled IFA Support to join their team in prestigious London offices.\n\nThis is an exciting opportunity for someone with experience in financial services to play a key role in supporting advisers and delivering outstanding client service.\n\nKey Responsibilities\n\n * Technical Support:\n\n * Prepare and compile financial planning reports, including suitability reports and technical research.\n\n * Client Support:\n\n * Assist advisers with client queries and provide administrative support to ensure a seamless client journey.\n\n * Compliance:\n\n * Ensure all documentation and processes adhere to FCA regulations and internal compliance standards.\n\n * Data Management:\n\n * Update and maintain client records on Intelligent Office (IO) and other relevant systems.\n\n * Financial Plans:\n\n * Analyse client portfolios and make recommendations in line with their financial goals and objectives.\n\n * Collaboration:\n\n * Liaise with advisers, product providers, and other team members to support the advice process effectively.\n\n * Process Improvement:\n\n * Assist in the development of workflows, templates, and systems to improve operational efficiency.\n\n * Client Meetings:\n\n * Provide pre- and post-meeting support, including preparing packs and following up on action points.\n\nThis is a progressive opportunity for a skilled administrator with a level of experience within Financial Services Administration and is available immediately