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Technical Client Services Associate - Financial Planning

Posted 2 February by IPS Group Ended

This well regarded National Independent Financial Adviser firm is looking to hire a Technical Client Services Associate or Senior Financial Planning Administrator to join their growing, successful North Yorkshire based operation.

You will be responsible for providing a full, proactive, hands on administrative support function to the Private Client team, who look after the financial planning needs of a portfolio of individual High Net Worth clients. You will be involved in pre and post-sales support, obtaining quotations, key feature documents, application forms, maintaining records, and issuing documentation etc, along with being a key liaison point for client enquiries. You will also be responsible for maintain relationships with both providers and with clients.

Hands on experience rather than a long list of qualifications is the key to success in this role.

The successful individual MUST have a proven track record in supporting financial advisers in a private client environment with a significant number of years' experience of operating in such a role. You MUS T also be able to demonstrate a solid understanding of a broad range of product types including investments, savings vehicles, protection and retirement planning.

Experience of using Adviser Office would be distinctly advantageous, and candidates with knowledge of managing property portfolios within a SIPP environment would be of particular interest.

Required skills

  • Investment
  • SIPP
  • IFA
  • pension
  • protection
  • wealth
  • "sales support"
  • "financial planning"

Reference: 34382467

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