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Eventus Recruitment are seeking a dedicated IFA Assistant to join a Financial Planning firm in Salford, Greater Manchester. It is a fantastic opportunity to play a key role in supporting consultants and providing an exceptional client experience. This position of IFA Assistant offers a supportive environment, a range of valuable benefits, and the opportunity to be part of a collaborative, client-focused team. Benefits of this full-time, permanent job include flexible and hybrid working, 24 days’ holiday (rising to 28 days) + bank holidays, free onsite parking, numerous healthcare benefits and much more.
Role Responsibilities
The IFA Assistant will support consultants in delivering an outstanding client journey, ensuring clients feel supported at every stage of their investment or financial advice journey. This would be a great opportunity for an existing IFA Assistant who is looking to gain exposure to Report Writing. Your day-to-day responsibilities will include:
- Writing reports and handling business processing and packaging.
- Providing 1-to-1 (or 1-to-2) support for consultants.
- Building relationships with consultants’ clients and keeping them updated on progress.
- Taking overall responsibility for all client work from initial appointment to annual review.
- Generating tax information for consultant review.
- Managing letters of authority, withdrawals, valuations, and general queries.
- Attending weekly meetings with the Client Relationship Team (CRT) to address issues or concerns.
- Maintaining knowledge of the Centralised Investment Proposition.
- Updating and maintaining client records on the Intelligent Office (IO) system.
- Collaborating with the administrative team to ensure effective support.
Person Specification
The ideal candidate will have experience working in a fast-paced, client-focused financial planning environment. The following skills and attributes are sought after from the incoming IFA Assistant:
- Experience using standard office software, including Excel, Word, and Outlook.
- Experience providing administrative support in a busy office environment.
- Proven ability to deliver excellent customer service.
- Report writing skills.
- Ability to communicate effectively with a wide range of stakeholders, including legal representatives.
- Strong time management and prioritisation skills.
- Excellent written and verbal communication skills.
- High level of accuracy and attention to detail.
- Ability to understand and interpret complex information.
- Self-motivation, drive, and enthusiasm.
- Professional attitude and commitment to client care.
Benefits and Rewards
The employer offers a wide range of benefits designed to support employee well-being and reward dedication. These include:
- 24 days holiday (rising to 28 days with service) plus bank holidays and Christmas closure
- Flexible and hybrid working
- Study Support (E.g. Diploma exams)
- Private health insurance
- Critical illness cover
- Employee Assistance Programme
- Death in Service benefit
- Christmas and New Year’s closure
- Free eye tests
- Free onsite parking
- Access to Life Works platform (online benefits and cashback scheme)
- Enhanced pension scheme (after 3 months’ service) with generous company contribution
- Cycle-to-work scheme (after 6 months’ service)
- BUPA Cash Plan (after 3 years’ service
- Group strategy days with a 3-course meal and entertainment
- Regular social events organised by the social committee
- Free breakfast once a month.
About the Company
The employer is a leading company in its specialist area and in Greater Manchester, committed to delivering exceptional financial planning services. They believe in fostering a healthy work-life balance and offer flexible working arrangements and hybrid working options for employees. Their culture is focused on collaboration, continuous learning, and providing employees with opportunities for growth and career development.
Next Steps
Apply now if your skills and experience align with this IFA Assistant role. If you'd like to learn more about this job opportunity, please contact Duncan McIlroy at Eventus Recruitment for a confidential discussion.
If this role isn't quite right for you but you are looking for a new position, please get in touch with us to discuss other opportunities that align with your career goals.
The Eventus Recruitment Group are award-winning recruitment specialists operating in the Legal, Finance and Financial Services sectors across the UK. Please note that the years’ experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website.
