Location
St Ives / Westerham / Norwich
Company
Insight IFA
Summary:
We are seeking a highly motivated and organised individual to join our team as a Client Support within our Support Department. The successful candidate will provide comprehensive administrative support to a team of financial advisers, ensuring we have the tools and resources needed to deliver exceptional service to our clients.
Responsibilities:
- Provide high-quality administrative support to a team of financial advisors.
- Manage client appointments, schedules, and paperwork.
- Developing and maintaining strong relationships with clients, colleagues, and third parties.
- Preparing client packs and paperwork prior to/after meetings, including requesting valuations.
- Obtaining specific policy information from product providers and third parties via email, telephone, and online.
- Collaborating with Centralised Administration to ensure timely receipt of information.
- Prepare and maintain client financial plans using IO and PFP software.
- Understand cashflow analysis and financial planning advice to clients.
- Complete and audit Portfolio Reviews
- Complete and audit New Business Submission
- Complete and audit Post Sales Tasks
- Ensuring compliance with documentation requirements.
- Track progress and identify areas where advisers need additional support.
- Maintain up-to-date client lists.
- Build relationships with product partners.
- Train others on new products and processes
- Initiate workload from client and adviser actions. Ability to prioritise and manage multiple tasks simultaneously.
- Commit to personal development.
What skills and knowledge are we seeking?
- Strong attention to detail.
- Excellent telephone etiquette, actively listening and asking questions to clarify understanding. Excellent communication and interpersonal skills
- Effective time management and prioritisation skills. Ability to work well under pressure and meet deadlines.
- Cooperative and effective teamwork to accomplish tasks and achieve targets.
- Building and nurturing positive relationships internally and externally.
- Treating others with respect and remaining approachable and friendly.
- Proactive and engaged approach.
- Proficiency in using Microsoft Office and online Platforms.
Additional attributes that would be beneficial, but not essential for the role:
- Desirable experience using Intelligent Office.
- Minimum of two years’ experience in the financial services industry with an IFA or wealth management company.
- Strong understanding of financial concepts and products
- Strong team-oriented mindset and a desire to contribute to the development of others.
Company Benefits:
- One Volunteering Day
- Company Pension Scheme
- Cycle to Work Scheme
- Group Income Protection Scheme
- Employee Assistance Programme
- Referral Scheme
- Company Sick Scheme
- Loyalty Holiday Scheme
- Free Car Parking Onsite
- Payroll Giving Scheme
- Life Insurance x4
- Access to a Financial Adviser
- Discount at our Sister Companies
- Free Tea/Coffee and Fruit (Norwich Office)
- Local Corporate Gym Discount (Norwich Office)
- Local Travel Company Discount (Norwich Office)
Salary:
Three positions within the Client Support Department:
Client Support – Ranges from £24,784.50 to £28,000 per annum
Executive Client Support – Ranges from £26,000 to £35,000 per annum
Director Client Support – Ranges from £28,000 to £50,000 per annum
To apply please contact: Recruitment@insightifa.com
