Wealth Planning Admin and Client Services Specialist
Grove Talent Solutions
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Benefits offered by this job
Job summary
Grove Talent Solutions in Ashbourne is seeking an experienced IFA Administrator to support the wealth management team. You will be the main point of contact for client queries relating to pensions, investments and protection products, and you will liaise with product providers to ensure smooth processing.
The role centres on delivering high-quality back-office support, maintaining accurate client records, arranging meetings, and assisting advisers and paraplanners with annual and tri-annual
Qualifications
- Experience in a Financial Planning firm.
- Knowledge of Intelligent Office IO is advantageous.
- Ability to manage and prioritise workloads effectively.
- Excellent communication, planning and organisational skills.
- Strong analytical and problem-solving abilities.
Responsibilities
- Processing new business applications
- Assisting Paraplanners and Advisers with the preparation of annual and tri-annual client review packs
- Arranging client meetings and managing Advisers' diaries
- Completing portfolio illustration requests
- Providing comprehensive back-office support
- Ensuring all financial planning administration is completed in line with company procedures
- Corresponding with clients in both written and verbal formats
- Maintaining accurate, compliant, and well-presented client records on company systems
Skills
Tools
Job description
Grove Talent Solutions in Ashbourne is seeking an experienced IFA Administrator to support the wealth management team. You will be the main point of contact for client queries relating to pensions, investments and protection products, and you will liaise with product providers to ensure smooth processing.
The role centres on delivering high-quality back-office support, maintaining accurate client records, arranging meetings, and assisting advisers and paraplanners with annual and tri-annual
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