We are currently working with a highly reputable Wealth Planners based in the City of London who are seeking to recruit a Client Support Associate. This progressive IFA can offer a friendly, positive and a flexible working environment with staff wellbeing a major part of their company ethos.
Due to increasing business levels an opportunity has now arisen for an experienced individual with 2+ years experience within Financial Planning to join their business. The role will be to provide support to both the Paraplanners and Financial Advisers on a daily basis.
You will have a really varied role, working in detail with products such as SIPP's, SSAS's, IHT, offshore investments, etc as well as the usual Pension, Investment and Protection business - knowledge of Investment Wrap Platforms would be advantageous
As well as the technical Administration duties, candidates will also have a lot of exposure to clients, acting as a day to day first point of contact for all client queries. For this reason, candidates must be personable and MUST have excellent written and verbal communication skills. You will need to be able to build lasting client relationships as your contact with the client will be just as important as the Financial Planner's.
As the role requires such an experienced candidate, the client is willing to pay a very generous salary alongside an excellent Benefits and Bonus package. Candidates must have a minimum of 2 years' experience in Financial Planning Administration. You will be supported with studies towards the Diploma Financial Planning and beyond. A first class opportunity to work for a highly respected name in the FP sector.