IFA Team Leader

IFA Team Leader

Coventry Based

£35,000 - £40,000 DOE

NJR is currently working with a well-established Wealth Management practice who provide a professional and bespoke Wealth Management service to their Private Client's, Business Owners, Trustees and Sports professionals and now have an excellent opportunity for an ambitious IFA Team Leader to join their highly successful practice. Our client is extremely dynamic and provides an environment for career motivated people to thrive and will offer support should you wish to pursue professional qualifications. Working from their prestigious office based in Coventry your responsibilities will include:

Responsabilities:

• Prepare new business files, with the use of an external Paraplanner, taking full responsibility for the client files and back-office IT records throughout the advice process.
• Deal effectively with queries from clients and other parties through effective communication.
• Prepare client meeting files including any compliance required documentation.
• Provide client/adviser support in relation to existing client needs
• Support the Practice to ensure the end-to-end business process is adhered to.
• Fully analyse clients’ requirements, develop, where appropriate, cash flow models and accurately record client data.
• Research and analyse financial products to meet client requirements and objectives.
• Construct financial planning solutions investment, retirement, tax and estate planning supported by the production of computer models and reports.
• Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models.
• Deal with general client queries and attend client meetings with the Partner if required.

Apply now to learn now!