Technical Support/Client Services Associat

This job does not exist anymore.

Try running a new search or browse our vacancies.

Or fill in the form below to receive job alerts.

2019-10-02 16:05:081970-01-01 Coast Specialist Recruitment
Job Type Permanent full-time
Area Surrey, UK
Start Date
Advertiser Karen Halliday
Job Ref keh-13220
Job Views 73

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.

Sector Clear
Area Clear
Job Type Clear
Salary Clear
Sign in
Similar Jobs
Email Me Jobs Like This
Subscribed to similar jobs notifications

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 |

We use cookies to provide you with the best possible browsing experience on our website. You can find out more below.
Cookies are small text files that can be used by websites to make a user's experience more efficient. The law states that we can store cookies on your device if they are strictly necessary for the operation of this site. For all other types of cookies we need your permission. This site uses different types of cookies. Some cookies are placed by third party services that appear on our pages.
Necessary cookies help make a website usable by enabling basic functions like page navigation and access to secure areas of the website. The website cannot function properly without these cookies.
Resolution Used to ensure the correct version of the site is displayed to your device.
Session Used to track your user session on our website.
Statistic cookies help website owners to understand how visitors interact with websites by collecting and reporting information anonymously.
Google Analytics Google Analytics is an analytics tool to measure website, app, digital and offline data to gain user insights.

More Details

Coast Recruitment is adapting to the COVID-19 outbreak, we are adopting a working from home model for our team until further notice.

We are well prepared and equipped to run our business effectively in this way. Your usual contacts can be contacted via their email addresses from 20th July 20 – when we will be returning periodically to the office. Alternatively to speak to either John or Amanda please call 01702 713739.

We feel these steps allow us to maintain business continuity effectively, while minimising any potential risk to colleagues, their families, and clients and our business partners.