Adviser Support
james phillip financial recruitment
James Phillip Financial recruitment are pleased to working with one of Northamptons largest IFA firms.
Looking to expand the team and take on an adviser support. You will ideally have two years experience working in a similar role within an IFA or Wealth firm and looking to further your career. An exam or two towards the level 4 diploma in regulated financial planning would be great along with experience using
Intelliflo. Key Responsibilities
- Act as the primary point of contact for clients on behalf of the Adviser.
- Build and maintain a strong one-to-one working relationship with the Adviser, becoming their trusted go-to support.
- Produce Suitability Reports (Reason Why Letters) in accordance with regulatory standards.
- Accurately process new business applications from submission to completion.
- Prepare detailed portfolio reports and supporting materials ahead of client meetings.
- Manage the day-to-day administration of client accounts including, but not limited to: Fund switches/Client communications/CRM/back-office system record management
- Take ownership of compliance checks and ensure all instructed business is ready for sign-off.
- Organise and prioritise daily workload in line with the Adviser's client commitments and firm standards. Key Attributes & Skills
- Comfortable working in a fast-paced, high-volume environment.
- Excellent IT skills including strong proficiency in Microsoft Office tools including Excel.
- Impeccable attention to detail with a focus on accuracy and professionalism.
- Strong organisational skills with the ability to adapt to shifting priorities.
- Self-motivated, able to manage time effectively and work independently. Great benefits and career potential.
TPBN1_UKTJ
Looking to expand the team and take on an adviser support. You will ideally have two years experience working in a similar role within an IFA or Wealth firm and looking to further your career. An exam or two towards the level 4 diploma in regulated financial planning would be great along with experience using
Intelliflo. Key Responsibilities
- Act as the primary point of contact for clients on behalf of the Adviser.
- Build and maintain a strong one-to-one working relationship with the Adviser, becoming their trusted go-to support.
- Produce Suitability Reports (Reason Why Letters) in accordance with regulatory standards.
- Accurately process new business applications from submission to completion.
- Prepare detailed portfolio reports and supporting materials ahead of client meetings.
- Manage the day-to-day administration of client accounts including, but not limited to: Fund switches/Client communications/CRM/back-office system record management
- Take ownership of compliance checks and ensure all instructed business is ready for sign-off.
- Organise and prioritise daily workload in line with the Adviser's client commitments and firm standards. Key Attributes & Skills
- Comfortable working in a fast-paced, high-volume environment.
- Excellent IT skills including strong proficiency in Microsoft Office tools including Excel.
- Impeccable attention to detail with a focus on accuracy and professionalism.
- Strong organisational skills with the ability to adapt to shifting priorities.
- Self-motivated, able to manage time effectively and work independently. Great benefits and career potential.
TPBN1_UKTJ
Reference: WJ-799_31963637