• beckyraithby

Report Writer/Client Support - Salford, Lancashire - £21,000 - £30,000 per annum

This is an exciting opportunity to a join a highly dynamic and forward thinking IFA in a period of strong growth.

Working in an environment that actively supports and encourages further professional qualifications this is an ideal role for an experienced paraplanner or senior IFA administrator looking to further their technical career or an existing report writer looking to join a highly progressive client.

The Executive Client Support Team member will build a relationship with our clients to ensure that they feel supported, whatever stage of their investment or financial advice journey they may be, working closely with both the commercial and client relationship teams.

Key Responsibilities

Providing 1-2-1 (or 1-2) support for consultants

Building relationship with consultant’s clients and keeping them updated of progress in any area in which we are supporting them at all stages

Overall responsibility for all client work from initial appointment to annual review


o Report writing

o Packaging and business processing

o Generating tax information for consultant to review

o Letters of authority

o Withdrawals

o Valuations

o General Queries

Weekly meetings with CRT Team member to understand any issues or concerns

Provision of pipeline updates to commercial team weekly

Liaising with the Commercial team on work being undertaken or potential issues on cases for JVs

Maintaining a good level of knowledge of the Centralised Investment Proposition

Maintaining Data on iO for all clients and reviewing consultant’s client records to ensure these are kept accurate and upto date

Working with the Admin team to ensure that they are providing support where needed

Applicants need not be diploma qualified but study towards this would be highly beneficial.

Apply today to Deborah Hulance: deborah@clarkjames.co.uk

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Liability and Disclaimer

The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.

Please Note

All applications received will be dealt with in the strictest confidence.

Due to the volume of applications received we will be in touch if your application has been successful within 7 working days. If you have not received any communication within this time, please assume you have been unsuccessful on this occasion, but the information may be retained in connection with future opportunities.

#reportwriting #clientsupport #wealthmanagement

01673 847140

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