Technical Support/Client Services Associat

2019-10-02 16:05:082020-01-29 Coast Specialist Recruitment
Job Type Permanent full-time
Area Surrey, UK
Start Date
Advertiser Karen Halliday
Job Ref keh-13220
Job Views 33

Our client, a well established unique Chartered IFA firm is looking for an organised, experienced, intelligent individual to join their team to work alongside a Director of the business and clients.

This is a fee based firm with a refreshingly different approach, working closely with a small number of HNW and UHNW clients acting as Strategic Partner to develop a deep understanding of clients’ circumstances, helping them to identify their goals and objectives and building a plan for them. The company will fully support their clients through their decision making process and use their extensive technical expertise to advice and make appropriate recommendations.

Duties may involve:-

  • Dealing with complicated cases and forming relationship with the client
  • Managing investments and money
  • Full financial planning administration and technical support
  • Traditional paraplanning such as research, suitability reports etc.
  • Private wealth and employee benefits
  • Dealing with pensions, ISAs, investments, Life
  • Consolidating pensions, changing asset allocation

The role will ideally suit somebody educated to degree standard, with 2-3 years experience of working within the IFA sector. You should preferably be Diploma Level 4 qualified or working towards it. The business will fully support somebody that is looking to work towards Chartered Status. The role may also suit somebody that wants to become an IFA in the future.

You must be highly organised, have great attention to detail and be an excellent communicator, verbally and in writing. You should have excellent IT skills, and fully conversant with Word and Excel. There will be a great long term future for the successful candidate.

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Contact Coast Specialist Recruitment

Essex Branch:
Coast House
387 London Road
Hadleigh, Essex

Telephone: 01702 713739 |

Surrey Branch:
Aqua House
30 – 32 High Street
KT19 8AH

Telephone: 01372 738020 |

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