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Reed
Exeter
Reed Financial Services are working with a well-established IFA business who seek a IFA Client Support for either their Exeter or Bath office. You would join a team of administrators so a wealth of knowledge in the team and a friendly working environment, my client can offer hybrid working up to 2 days at home after training/onboarding period. Sum
Job Source: ReedPremier Jobs UK Limited
Exeter
Are you a highly experienced Financial Advisor in Exeter, seeking an employed job, working from home with quality leads provided? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success. You will benefit from their multiple lead gener
Job Source: Premier Jobs UK LimitedIDEX Consulting Ltd
United Kingdom
I am working with a national client who is seeking a Junior IFA to work alongside an experienced Senior Advisor and take on a proportion of their client base. This person will be coming in to a successful client book and it's a perfect opportunity for someone fully qualified who's looking to learn from a seasoned Advisor. The role will cover Somer
Job Source: IDEX Consulting LtdPremier Jobs UK Limited
Exeter
Are you a highly experienced Financial Advisor in Exeter, seeking an employed job, working from home with quality leads provided? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success. You will benefit from their multiple lead gener
Job Source: Premier Jobs UK LimitedErnest Gordon Recruitment
Exeter
Client Support Manager (Renewable Energy) £25,000 - £30,000 + 25 days holiday + Pension Are you a Client Support Manager with an interest in renewable energy looking for autonomy and responsibility to lead, shape and develop a growing, small team where you will play a big part in the success of the company? This is the opportunity to work with a mu
Job Source: Ernest Gordon RecruitmentReed
Torquay
I am pleased to be representing an estabished IFA firm in Torquay, who offer a friendly and supportive working environment and have their clients best interests at heart. They have a unique opportunity for a Mortgage Administrator to assist a successful Mortgage Advisor, there is also the opportunity for this role to support with IFA admin also, so
Job Source: ReedReed
Torquay
I am pleased to be representing an estabished IFA firm in Torquay, who offer a friendly and supportive working environment and have their clients best interests at heart. They have a unique opportunity for a Mortgage Administrator to assist a successful Mortgage Advisor, there is also the opportunity for this role to support with IFA admin also, so
Job Source: ReedVision-FS Recruitment
Newton Abbot
Financial Advisor | Independent Financial Advisor Location: Newton Abbot or Surrounding Area Minimum Requirements: Level 4 Diploma | CF30 Financial Advisor Employed or Self Employed roles available £55,000 - £65,000 Basic Salary + car allowance OTE £80,000 - £200,000 | Un-Capped Earnings Potential YOUR NEW COMPANY This is an award-winning national
Job Source: Vision-FS RecruitmentExeter
£ 25,000 - 32,000 per annum, Inc benefits
Reed Financial Services are working with a well-established IFA business who seek a IFA Client Support for either their Exeter or Bath office.
You would join a team of administrators so a wealth of knowledge in the team and a friendly working environment, my client can offer hybrid working up to 2 days at home after training/onboarding period.
Summary - To provide administration support to the Planner and Technical Support team. To promote the Company in a good light. Remain customer service focussed at all times and always ensure empathy with our customer’s needs.
Main responsibilities:
•To have a thorough understanding of the sales process, client file requirements and FCA requirements.
•To deliver what clients perceive to be a personalised and high quality service.
•To familiarise yourself with each clients circumstances, objectives and timescales in order to provide a personalised service.
•Obtain information from providers on clients existing financial arrangements and prepare client valuations.
•Input all client information and history into the back office system.
•Collate all documentation and ensure that the New Business pack is complete prior to submitting applications to providers.
•To effectively manage and look after an individual ongoing case list to include new business cases and ensure own tasks are complete...
Ifa Client Support - hybrid after training jobs in Exeter
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