Client Support - Wealth management

Supporting Financial Planners and Clients of a business is a multi-faceted and challenging role. Many plates are spinning, and each case is the most urgent meaning you’ll find yourself continually adapting and prioritising. A company I am working with at the moment recognises the invaluable contribution Client Support/IFA Administrators provide to the entire process and that without it, the service just won’t be provided to the expected level. This means that the staff in the business are both rewarded and feel valued and this leads to a high level of client satisfaction which also contributes to business growth. Due to this growth, the business, based in the west Lancashire area, are keen to speak with experienced IFA Administrators/Client support as they require an additional hire in this area of the company. The role is varied and allows you to get involved in all aspects, some of which can be challenging and all requiring a high level of attention to detail.

You’ll be experienced in the role having gained knowledge in a similar firm, and you may wish to use this to further develop your career. Salary is iro£28,000/£30,000 with flexibility on this. The key for them is to secure the right person for the job, as it is for you to secure the right company and management team for your career. I have full role details I’d love to share with you, so if you are considering a new role in the Financial Planning industry, and would like to explore this one, please apply.