IFA Client Support – Financial Services – J – 635
£20,000 to £23,000
Established in 1998, a Lifestyle Financial Planning firm, based on the very outskirts of Middlewich, Cheshire are looking to welcome a professional individual to the team who will be pivotal to the business in every way, principally client care and support of the business owner and office manager.
The business currently have 6 staff; compliance, administration and finance support, working with two well qualified Wealth Advisers. They pride themselves on providing genuine lifestyle financial planning; helping their clients achieve their full potential, with regards to their personal lifestyle and financial goals.
They require an experienced client centric person for this role, capable of providing a great service to their new and long standing clients.
The clients that you will meet, and be an ongoing point of contact for, are mainly wealthy private clients from Cheshire, with whom you will build strong relationships. You will have the opportunity to progess in to advising in the coming years.
You must have experience working within an IFA practice, although you will not need to be highly technical, full training will be provided.
You will primarily be responsible for
- Booking client meetings
- Preparing packs for client reviews
- Processing new business
- Organising diaries
- Vetting leads
If you are ready to take challenge, in a financially and personally rewarding position in a beautiful setting in Cheshire, with easy access from the M6, then please apply or connect with me on LinkedIn for further details: Diana Sproston
The owner is very much looking forward to meeting people who would fit well with her team..
.. your experience is important – however it is paramount that you are as friendly and as helpful as the rest of your new colleagues.
£20,000 – £23,000 Flexible working hours if required.
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