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IFA Assistant

Charles Wade Finance
Job LocationLondon
EducationNot Mentioned
Salary26,000 - 34,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent,full-time

Job Description

Job purposeCharles Wade Finance is a London-based wealth management firm looking for a professional and experienced IFA Assistant to work directly with the Head of Financial Planning.Primarily, you will be responsible for all administrative tasks relating to his client bank, whilst also handling other day-to-day operational matters. The role has significant scope for development once established.Duties and responsibilitiesResponsibilities include:

  • Onboarding new clients and processing client applications
  • Preparing suitability letters, annual reports, and letters of authority
  • Chasing platform providers regarding applications and transfers of money
  • Preparing and maintaining client records for compliance
  • Dealing client and third-party provider queries in a timely and effective and manner
  • Upkeep of the internal CRM systems and management of workflows
  • General office administration
  • Supporting the Directors and Advisers with all reasonable duties
Desired Skills and experienceAbove all else you must have a passion for delivering excellent client service
  • A good phone manner
  • Analytical and interested in problem solving
  • Previous administration experience in working for an IFA highly desired
  • You must have excellent communication skills, great attention to detail, and able to prioritise your work loads
  • Proficient in Microsoft Office, Experience of Iress XPLAN and FE Analytics useful but not essential
  • Enjoy being a team player, performing various tasks with different people as required
Salary Range £26,000 to £34,000We would like to welcome someone who sees this role as more than just a job. We can offer a competitive salary, holiday/sick allowance, pension contributions and exam support for those who wish to acquire the relevant industry qualifications.The role is full-time (35hrs/week), although we would consider quality applicants on a more flexible basis (minimums of 25hrs/week and 3 days in the office). There would be the option to work from home 1-2 days a week once established.If you have the required experience, please email your CV and covering letter to James Wade

Keyskills :
Communication SkillsMicrosoft OfficeIRESSXPLAN

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