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A superb role has arisen within a long established City based IFA/Wealth Manager.

We are currently seeking a skilled IFA Support to join their team in prestigious London offices.

This is an exciting opportunity for someone with experience in financial services to play a key role in supporting advisers and delivering outstanding client service.

Key Responsibilities

* Technical Support:

* Prepare and compile financial planning reports, including suitability reports and technical research.

* Client Support:

* Assist advisers with client queries and provide administrative support to ensure a seamless client journey.

* Compliance:

* Ensure all documentation and processes adhere to FCA regulations and internal compliance standards.

* Data Management:

* Update and maintain client records on Intelligent Office (IO) and other relevant systems.

* Financial Plans:

* Analyse client portfolios and make recommendations in line with their financial goals and objectives.

* Collaboration:

* Liaise with advisers, product providers, and other team members to support the advice process effectively.

* Process Improvement:

* Assist in the development of workflows, templates, and systems to improve operational efficiency.

* Client Meetings:

* Provide pre- and post-meeting support, including preparing packs and following up on action points.

This is a progressive opportunity for a skilled administrator with a level of experience within Financial Services Administration and is available immediately