My client is a well established IFA firm in Belfast. They are currently looking for an experienced IFA to contribute to company strategy, goals and objectives by providing a high quality, technical support and administrative services to all clients, internal and external.

Job Responsibilities:

• Provide administrative and technical support to the financial planning / specialist advisors, the Directors and other colleagues within the company
• Assist the adviser in delivering to the client a service in accordance with the service level they have subscribed to
• Maintain the client database in an accurate and timely manner ensuring all client and product details are updated with no omissions
• Co-ordinate and prepare client reviews supporting the financial adviser. Where applicable insert recommendations to rebalance the client to the appropriate model portfolio
• Provide pre and post sales administration in relation to the processing of new business and general ad hoc queries
• Assist the adviser in maintaining a compliant client record in accordance with the regulations established by the FCA
• Contribute to business development through acknowledgement and an awareness of the Company targets and influence you may have in achieving that target
• Fulfil reception duties on a cover basis for breaks and lunchtime and agreed days as requested
• Proactively prioritise and manage own time and workload in an efficient and effective manner, working to deadlines as necessary
• Understand and contribute to the marketing strategy of the company

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