Account Management

Description:

My Client is looking to meet an experienced and progressive IFA Administrator who has Client facing experience and enjoys the relationship/ account management aspects of their role. Working for this extremely successful boutique IFA firm you will have the opportunity as your career progresses to move directly into Financial Advice as the Business enters another exciting period of growth.

Opportunity Highlights

** This is an excellent progressive opportunity with a long-term future career within Advice

** Enjoy full exposure to Client meetings

** Full exposure to planning client meetings, improving processes and workflows, effective use of technology to streamline processes, areas of compliance, managing CRM data and registers, working closely with Directors regarding reporting, client portfolio reviews,

** 12 to 18 months relevant IFA Admin or Provider background required

** Full study support towards CII Level 4 Diploma

** A working knowledge of Dynamic Planner, Intelligent office, Voyant beneficial