IFA Client Manager

A Tech firm is seeking a IFA ( Independant Financial Advisor) to provide client management support to the wider business. As an IFA Client Manager you will support across the following:

• Be a point of contact between clients and your colleagues
• Gather information (new and historical) on individual clients
• Keep records of communication with colleagues, clients and third parties, whether that's verbal, written or electronic
• Collaborate with financial advisers to collect data for the preparation of financial reports
• Evaluate client objectives to identify and target the most suitable solution
• Draft and present suitability letters to financial advisers, focusing on specific company policy and current regulations
• Assist financial advisers by obtaining information about business processes, taxation, and other relevant areas that may be useful for the client
• Perform duties in compliance with the Financial Conduct Authority's rules and regulations
• Monitor financial industry trends and developments to better serve client needs.

The two prerequisite for this role is:

• 6 Months Min IFA Admin experience
• Must have experience of a customer service/admin role within the financial services sector

Due to the location of the role candidates who can drive are highly sought after. This role is a hybrid model and therefore the successful candidate can work from home a few days a week.

Salary - £30,000 - £32,000

McGregor Boyall is an equal opportunity employer and do not discriminate on any grounds.