Job Description
Overview
This IFA Client Services Associate role is within a national IFA firm. You will be the vital link between the Financial Advisers, Paraplanners and clients. Your role will be to oversee the advice process, ensuring it runs smoothly from start to finish, by producing accurate, timely and well presented client information to all parties.
Responsibilities
- Preparing for client meetings and ensuring data is accurate
- Ensuring reports, forms and review documentation are fully completed
- Liaising with providers and across departments to identify and rectify gaps or inconsistencies
- Providing advisers and paraplanners with the information they need to carry out their responsibilities effectively
To Be Successful In This Role
To Be Successful In This Role, You Will Need
- Attention to detail
- Proactive communication
- Commitment to getting it right first time
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