At a Glance
- Tasks: Support Client Managers in delivering top-notch financial planning and client servicing.
- Company: Growing financial planning firm in the heart of Liverpool.
- Benefits: Competitive salary, full-time role, and opportunities for professional growth.
- Other info: Great chance to develop your career in a supportive environment.
- Why this job: Join a collaborative team and make a real impact in financial services.
- Qualifications: Attention to detail, strong communication skills, and a desire to learn.
The predicted salary is between 36000 - 60000 £ per year.
I am currently working with a growing financial planning firm in Liverpool City Centre that is looking to recruit a Client Manager Support to join their team. This role will involve supporting the Client Manager (and occasionally the wider Client Support Team) in delivering high-quality financial planning support, research and client servicing within a regulated environment.
The Role
- You will assist in preparing financial recommendations and suitability reports, maintaining accurate client records and supporting the full client review process both before and after meetings.
Key Responsibilities
- Supporting the Client Manager with research and analysis to meet client objectives
- Assisting in the preparation of suitability reports and cashflow analysis
- Researching financial products and obtaining quotes, illustrations and comparisons
- Liaising with product providers and third parties to gather required information
- Supporting new business processing and general case progression
- Assisting with client financial reviews and ongoing servicing
- Managing and monitoring client review workflows
- Supporting the implementation and maintenance of the Personal Finance Portal (Intelliflo)
- Ensuring all work meets regulatory and compliance standards
About You
- Strong attention to detail and analytical ability
- Organised and efficient, able to manage multiple tasks
- Client-focused with strong communication skills
- Keen to learn, develop and take on increasing responsibility
- Experience within financial services or wealth management preferred
This is a strong opportunity to join a collaborative team with scope for development within financial planning. For more information, please apply or get in touch for a confidential discussion.
IFA Admin employer: Integro Partners
Join a dynamic financial planning firm in the heart of Liverpool City Centre, where you will be part of a supportive and collaborative team dedicated to delivering exceptional client service. With a strong focus on employee development, we offer opportunities for growth within the financial services sector, alongside a competitive salary and a commitment to maintaining a positive work culture that values attention to detail and client satisfaction.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Admin
✨Tip Number 1
Network like a pro! Reach out to people in the financial planning industry, especially those who work at firms you’re interested in. A friendly chat can open doors and give you insider info that could help you stand out.
✨Tip Number 2
Prepare for interviews by practising common questions related to client management and financial services. We recommend role-playing with a friend or using online resources to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your skills! Bring along examples of your work or case studies that highlight your attention to detail and analytical abilities. This will demonstrate your capability to support the Client Manager effectively.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace IFA Admin
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the IFA Admin role. Highlight any relevant experience in financial services or client support, and don’t forget to showcase your attention to detail and organisational skills!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Client Manager Support position. Mention specific skills that align with the job description and show us your enthusiasm for the role.
Showcase Your Communication Skills:Since this role involves liaising with clients and third parties, make sure to demonstrate your strong communication skills in your application. Whether it’s through your writing style or examples of past experiences, let us see how you connect with others!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen to join our team!
How to prepare for a job interview at Integro Partners
✨Know Your Financial Products
Make sure you brush up on various financial products and services. Being able to discuss different options and their benefits will show your understanding of the industry and impress the interviewers.
✨Prepare for Scenario Questions
Expect questions that ask how you would handle specific client situations or challenges. Think of examples from your past experiences where you successfully supported clients or managed tasks, and be ready to share those stories.
✨Showcase Your Organisational Skills
Since the role requires managing multiple tasks, demonstrate your organisational skills during the interview. You could mention tools or methods you use to stay organised, or even bring a sample workflow to discuss.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and the specific responsibilities of the role. This shows your genuine interest in the position and helps you assess if it’s the right fit for you.
