IFA Support Exec- Wealth Management - City
- Recruiter
- Morgan Spencer Limited
- Location
- London
- Salary
- £20000 - £25000 per annum
- Posted
- 07 Dec 2016
- Closes
- 30 Dec 2016
- Ref
- FR/51427
- Contact
- Frankie Riley
- Job Title
- Administrator
- Contract Type
- Permanent
- Hours
- Full Time
City
£20,000-£25,000 plus training and qualifications
Our client, an established wealth management company based in the city, are looking for an experienced IFA support exec who is highly ambitious and looking for a career role within wealth management broking. This is a fantastic opporunity to join a progressive company where you can complete relevant qualifications and develop.
The Role
- To support a wealth manager
- To assist the advisers in their client dealings
- Put together detailed client reports in conjunction with the adviser
- Attend client meetings
- Obtain and record accurate product valuations from provider
- Obtain accurate quotations from product providers
- Carry out general administration such as scanning, photocopying and dealing with the post
- Process, issue and monitor the recent of letter of authorities
- Prepare new business submission files
- Monitor progress of new business and feedback to the relevant adviser
- To research protection, pension and investment products
- To assist with the preparation of client facing reports
- Liaise with adviser and commissions department to ensure all payments are up to date
- Adhere to internal processes and external compliance requirements
- Attend applicable internal training
- Provide regular feedback and updates to each adviser
- Engage in the spirit of the company
- Manage adviser dairy and organise client meeting rooms
The Person
- Willingness to study for professional qualifications – Fellowship
- Willingness for professional development
- Work to a consistently high standard
- Excellent communication skills – verbal and written
- Competent in Word, Excel, Outlook
- Excellent numerical skills (attention to detail)
- Confident, team player
- Ability to work to deadlines
- Ability to work on own initiative
- Excellent organisational skills
- Willingness to develop and expand responsibilities
- Excellent time management
- Interest in financial services
- A desire to not just meet but exceed expectations
Our mission: To be the leading Executive Secretarial & Support recruitment consultancy in London, for employers and jobseekers alike. To receive regular updates of our current vacancies why not set up job alerts.
Our REFER and be REWARDED scheme is about recognising and thanking you for telling your friends, family or colleagues about our services and how we could help them. The rules are simple: Refer a friend or colleague who is not already registered with Morgan Spencer. If we place them in a permanent role, we will reward you with £150 of Gift vouchers of your choice. Remember there is no limit on the number of referrals you can make, and therefore the rewards you can claim!!!
EQUAL OPPORTUNITIES Morgan Spencer Recruitment is committed to equal opportunities and actively seeks applications from all sectors of the community irrespective of gender, race, colour, nationality, ethnic or national origin, disability, marital status, sexual orientation, having responsibility for dependents, age, religion/beliefs, or any other reason which cannot be shown to be justified.
CONFIDENTIALITY: All applications are dealt with in strictest confidence and will be processed in accordance with the Data Protection Act 1998
Morgan Spencer Limited, registered in England & Wales No: 4254114
Not what you're looking for? Get headhunted for relevant jobs.
Upload your CV
More searches like this
Not what you're looking for? Get headhunted for relevant jobs.