A superb role has arisen within a long established Guildford based IFA/Wealth Manager.

We are currently seeking a skilled IFA Support to join their team in prestigious Surrey offices on a part time or reduced hours pasis ( negotiable).

This is an exciting opportunity for someone with experience in financial services to play a key role in supporting advisers and delivering outstanding client service.

Key Responsibilities

• Technical Support:
• Prepare and compile financial planning reports, including suitability reports and technical research.
• Client Support:
• Assist advisers with client queries and provide administrative support to ensure a seamless client journey.
• Compliance:
• Ensure all documentation and processes adhere to FCA regulations and internal compliance standards.
• Data Management:
• Update and maintain client records on Intelligent Office (IO) and other relevant systems.
• Financial Plans:
• Analyse client portfolios and make recommendations in line with their financial goals and objectives.
• Collaboration:
• Liaise with advisers, product providers, and other team members to support the advice process effectively.
• Process Improvement:
• Assist in the development of workflows, templates, and systems to improve operational efficiency.
• Client Meetings:
• Provide pre- and post-meeting support, including preparing packs and following up on action points.

This is a progressive opportunity for a skilled administrator with a level of experience within Financial Services Administration and is available immediately.