Client Liaison/IFA Administrator
We are currently looking for a Client Liaison to join our Financial Planning team based in Taunton.
In other organisations this role may be referred to as; IFA Administrator, Client Executive, Coordinator or Assistant. However, while experience within the Financial Planning industry is desirable it's not essential and we are more interested in transferrable skills and motivation!
This position is primarily office based, however you will have the opportunity to work two days from home.
You are looking for a role that is heavily focused on building and maintaining excellent working client relationships. Working as a team with Financial Planners to provide excellent service to our clients.
You may be looking to progress to paraplanner or financial planner in the future, and be willing to put in the work to get there, or you’ll be looking for a role for the long term that you can build on and provides variety each day.
You’ll be looking for somewhere that will support your development by way of exposure to different tasks, or support you with relevant study.
You’ll be educated to GCSE level (or equivalent) minimum, with grades A-C to include English and Maths and be either working in a firm that offers financial advice or you’ll know why you would like to work in this field.
What you’ll be doing:
You will be at the forefront of our client relationship, acting as a point of contact for clients to answer their day to day queries.
Whilst this role is heavily focused on client relationships you will also be working alongside our paraplanners and business support team to ensure a seamless delivery of long term financial planning to our clients by our financial planners. Your priorities will often change so you’ll have the ability to manage multiple tasks throughout the day.
Preparation of review packs, processing of business and trading is managed by our business support team which allows our client liaisons the time to build on and maintain our client relationships, keeping our clients up to date every step of the way. Diary management is key to making sure all reviews are booked and delivered by the financial planner on time.
- Employer pension scheme
- Travel to work loans
- Cycle to work scheme
- Client and employee referral bonuses
- Give as you earn
- Employee assistance programme
- Virtual GP
- Second opinion medical service
- Bereavement counselling and probate helpline
- Your professional institute fees paid by the firm
- Discounted shopping portal
- Francis Clark Charitable Foundation in support of current and former employees
- 25 days annual leave with the option to ‘buy back’ a further 5 days
Why work at PKF Francis Clark?
We’re the largest firm of independent chartered accountants and business advisors in South West England. We have eight offices in Bristol, Exeter, Plymouth, Poole, Salisbury, Taunton, Torquay and Truro.
The firm, which celebrated its centenary in 2019, has 54 partners and over 800 members of staff, with annual revenue of over £50 million. Our continuing growth offers you the opportunity to expand and develop your career in a direction that interests you.
We offer a supportive and flexible culture, taking your career seriously to enable you to be the best you can be.
PKF Francis Clark is a member of the PKF International family of legally independent firms, which together are ranked as the 11th largest provider of accountancy services in the UK by Accountancy Age.
To apply to the Client Liaison role, click the ‘Apply now’ button below. If you don’t have an up-to-date CV or if you would like an informal chat about the role before applying then please contact James Beck, our Resourcing Manager, on James.Beck@PKF-francisclark.co.uk.