Ifa Support, Wolverhampton
||20k to 21k per year GBP bonus, company pension, healthcare
Do you have experience within Pensions, SIPP's, Investments and Life Products? If so we could have the role for you!
My Wolverhampton based client, a well established Independent Financial Advisors are currently looking to recruit for a Client Support Manager. The position is on a 12 month fixed term contract with the potential of it becoming permanent for the right person. Offering a salary of £20,000 although this is negotiable depending on experience, a significant bonus would be payable upon successful completion of the fixed-term contract. Other benefits include
25 days holiday, non-contributory group personal pension, private medical insurance, life cover and income protection.
The position is to assist designated Advisers with administration relating to clients pension, investment and protection portfolios. Duties will include preparation of material for client meetings, information gathering re existing policies/schemes, producing technical and valuation reports, obtaining illustrations, liasing with clients and product providers, day to day administration and servicing of existing policies/schemes and adhering to compliance.
It is essential to the role that you have a good practical knowledge of Pensions including SIPPs, Investments and Life Products. You will have extensive IFA administration experience and have worked within a fast paced environment previously. Ideally you will have FPC /Cert PFS qualifications
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