1 jobs found in Merthyr Tydfil

We are seeking a dedicated IFA Support Admin/PA to join our team. This role involves working closely with a Financial Adviser and other colleagues to deliver high-quality service to our clients. You will be responsible for preparing and maintaining client records and providing support on various client cases. This position is ideal for a well-organised candidate with strong IT skills and a keen interest in the financial services sector Day-to-Day of the Role: Maintain regular contact with clients, scheduling annual reviews and managing the review process. Serve as an efficient, friendly, and professional point of contact for clients and providers via phone, email, post, or in person. Assist in screening phone calls, enquiries, and requests, handling them appropriately. Process letters of authority and liaise with providers to obtain investment valuations, illustrations, and policy information as required. Create and maintain client files and enter details onto the...