IFA Support / Account Manager
Esher, Surrey
£40-50k

We are working with Wealth Management company based in Esher. They provide sophisticated, bespoke independent financial advice and related services to private clients.
We are looking for personable and energetic candidate. As a chartered firm with a history spanning over 50 years, they demonstrate both professionalism and a successful track record. You will be working with a great team of highly qualified, capable and friendly people. We offer free parking.
We are looking for an Account Manager to join the team. This is an important role in the business with responsibility for providing efficient professional support to the Chartered Financial Planners.

Experience within the financial services industry is essential and the role includes the following duties:
Deal with client queries
Prepare for client review meetings
Attend client review meetings
Prepare valuations and reports
Liaise with Chartered Financial Planners and colleagues, working with them closely to understand client needs and workloads
Obtain information and quotations to enable you to research clients’ needs prior to recommendations, as and when required
Process new business from submission to completion
Input and maintain information on the company’s IT systems
Attend training courses as required by the company

Essential skills required are as follows:
Advanced computer/keyboard skills – experience of Microsoft Word and Excel
Experience of completing research and reports for investment and pension scenarios
Good standard of English and maths
Good administration skills
Personal drive and enthusiasm to develop knowledge and skills
Organised with an eye for detail
Self motivated and a logical thinker

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