Zachary Daniels are currently working on an excellent opportunity for a Client Support Executive to join a prestigious IFA on the outskirts of Glasgow.

This company is a fantastic independent company who have carved out a fantastic reputation with the IFA Market, they have full back office and compliance support, as well as support with generating business. They provide whole of market advice and work with all cases and clients of all backgrounds.

This is the chance to join a company who have a professional ethos and standing but at the same time firmly believe in building strong and lasting relationships with clients to ensure the longevity of those relationships.

Reporting to the Financial Adviser and Training & Competence Supervisor, the successful candidate will provide technical support and back-up to our Financial Advisers and act as our primary client contact, in accordance with all documented processes and procedures.

You will be financially supported through your exams; and there is a clear route to career progression within the team.

Main Duties / Responsibilities

Dealing with client enquiries
Manage own and Financial Advisers diaries ensuring client meetings are carried out in a timely manner
Actively promote the benefits of PFP, educate and sign-up al clients to utilise the portal
Gather and collate all relevant client fact find information, ensuring no gaps
Update, tidy and maintain client record management system (iO)
Obtaining and confirming valuations from providers, as necessary
Process new business and track to completion
Prepare research, lustrations, and key documents in line with adviser recommendations
Prepare client specific reports, i.e. CashCalc & Selectapension
Prepare and finalise new business Suitability Reports to accurately reflect the advice given
Ensure the advice journey is updated and tracked to completion

Experience Required:

Possessing or working toward Level 4 Diploma qualification
Maintain and develop skills and knowledge via Continuing Professional Development (CPD)
Previous experience of working within Professional or Financial Services sector
Familiarity with back-office software systems such as Intelliflo / Adviser Office
Competent in the use of MS Office word, excel and outlook
Drive, desire and commitment to progress personally within Financial Services