ALTRINCHAM
Client Support Associate- Financial Advisory
Cheshire (Hybrid)
Circa £28000 per annum (potential negotiation)
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:
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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.
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Handling administrative tasks such as preparing client reviews, producing valuations, and managing transfers of servicing to assist advisers in conducting effective client meetings.
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Serving as a dependable liaison between clients and advisers, ensuring clear communication and keeping all parties informed of developments.
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Accurately maintaining and updating client records on the relevant system, ensuring all compliance requirements are thoroughly met.
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Preparing and issuing invoices for services provided to clients in a timely manner.
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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.
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Providing post-meeting administrative support for advisers, ensuring all tasks are completed within agreed deadlines.
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Reporting any complaints (formal or informal), breaches, or losses to the Compliance Manager as early as possible.
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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.