IFA Client Support Associate - Heat Recruitment : Job Details

Client Support Associate- Financial AdviceCheshire (Hybrid, 3 days in office and flexible start/ finish times)Our client is a leading and growing FInancial Advisor in the North West who are seeking a Client Support Associate with strong Administrative skills, obtained within an IFA setting over a minimum of 2 years to support one of their Financial Advisors. A brief run down of the duties that the role entails includes:

• Supporting financial advisers with the seamless processing of new business, including managing transactions, fund reallocation, and coordinating with providers to ensure everything is set up accurately.

• Handling administrative tasks such as preparing client reviews, producing valuations, and managing transfers of servicing to assist advisers in conducting effective client meetings.

• Serving as a dependable liaison between clients and advisers, ensuring clear communication and keeping all parties informed of developments.

• Accurately maintaining and updating client records on the relevant system, ensuring all compliance requirements are thoroughly met.

• Preparing and issuing invoices for services provided to clients in a timely manner.

• Ensuring original documents are sent to clients where needed, and that copies or contract notes are delivered within the agreed timescales, reflecting client requirements accurately.

• Providing post-meeting administrative support for advisers, ensuring all tasks are completed within agreed deadlines.

• Reporting any complaints (formal or informal), breaches, or losses to the Compliance Manager as early as possible.

• Undertaking any additional duties reasonably requested by your Line Manager.

Requirements

• Foundational understanding of all products and investment funds relevant to the role's scope.
• Proven ability to establish and maintain strong working relationships with advisers, ensuring productive collaboration.
• At least two years’ prior experience working within an independent financial advisory firm.
• Completion of CF1 or equivalent qualification.

In exchange, you will enjoy a number of benefits including career progression, and flexible start/ finish times on the days that you attend the office. If this role is relevant to your experience, please don't hesitate to apply today.