IFA Support

IFA Support / Account Manager

Esher, Surrey

£40-50k

We are working with Wealth Management company based in Esher. They provide sophisticated, bespoke independent financial advice and related services to private clients.

We are looking for personable and energetic candidate. As a chartered firm with a history spanning over 50 years, they demonstrate both professionalism and a successful track record. You will be working with a great team of highly qualified, capable and friendly people. We offer free parking.

We are looking for an Account Manager to join the team. This is an important role in the business with responsibility for providing efficient professional support to the Chartered Financial Planners.

Experience within the financial services industry is essential and the role includes the following duties:

• Deal with client queries
• Prepare for client review meetings
• Attend client review meetings
• Prepare valuations and reports
• Liaise with Chartered Financial Planners and colleagues, working with them closely to understand client needs and workloads
• Obtain information and quotations to enable you to research clients’ needs prior to recommendations, as and when required
• Process new business from submission to completion
• Input and maintain information on the company’s IT systems
• Attend training courses as required by the company

Essential skills required are as follows:

• Advanced computer/keyboard skills – experience of Microsoft Word and Excel
• Experience of completing research and reports for investment and pension scenarios
• Good standard of English and maths
• Good administration skills
• Personal drive and enthusiasm to develop knowledge and skills
• Organised with an eye for detail
• Self motivated and a logical thinker