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IFA Client Support

Job description

My client is a Chartered IFA firm in the heart of Liverpool City Centre and they are currently looking for an experienced Client Support.

The Client Manager Support role is primarily an administrative role, supporting the Adviser and Paraplanner in dealing with clients and providers. Typical activities will include:

  • Supporting the Client Manager team in research and analysis to meet client needs and objectives
  • Supporting the Client Manager team in preparing client suitability and cash flow reports
  • Help maintain business flow
  • Liaise with product providers and other third parties to acquire additional information that may be required in order to assess the client's needs and to formulate recommendations.
  • Assist in identifying areas for planning and sourcing solutions suitable to meet the client's needs and objectives. This will include assisting in the preparation of tax calculations where necessary.
  • Obtain information, quotes, illustrations and product details, and provide comparisons for analysis.
  • Processing new business, withdrawals and fund switches
  • Preparing client meeting packs
  • Contacting clients to arrange meetings
  • Producing annual ongoing suitability reports
  • Drafting "simple" recommendation letters
  • Assisting with cash-flow analysis

For more information please contact Graeme Hyland on 07896 933622 or email

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