IFA Client Manager

Our client has offices from the south coast up to Scotland.

We are recruiting for their Hove office.

They are one of the market leaders for Retirement Planning, Wealth Management and mortgage options.

They require an experienced Client Manager.

Key Responsibilities

Administration

Managing a portfolio of clients and maintaining accurate client records.

Preparing client files for meetings, including gathering relevant documentation and reports.

Handling client queries and ensuring timely responses, either directly or through co-ordination with Advisers.

Handling the submission and processing of new business applications for all types of financial products.

Liaising with product providers to ensure applications are processed efficiently and following up to track their progress.

Ensuring all compliance requirements are met before submission, such as Know Your Client (KYC) and Anti-Money Laundering (AML) checks.

Maintaining and updating the firm's back-office systems with client details, transactions, and investment updates.

Ensuring the integrity and security of client data.

Suitability and Document Preparation

Preparing illustrations and basic suitability reports for clients based on financial advisers’ recommendations.

Excellent Benefits.

Please apply on-line or contact Cameron James.