Senior IFA Sales Support Administrator


Company 

The Coast Partnership Ltd

Location 

Ware

Employment Hours 

Full Time

Employment Type 

Permanent

Salary 

£40,000 - £50,000 Per Annum

Job Requirements/Description

A 1st class position has just been created within a successful and extremely friendly Wealth and Asset Manager based in Hertfordshire.

Working largely from the offices ( with some flexibility for hybrid working) the role encompasses a full range of technical support administration and suitability report writing.

Duties Include:

  • Administration of a full range of Private client Pension and Investment products.
  • Coordinating with external professionals, such as solicitors and accountants, to provide a holistic service to clients.
  • Assisting in the training of new staff, sharing knowledge and best practices in support.
  • Conducting comprehensive research on financial products to support planners in making informed recommendations.
  • Implementing risk analysis techniques to assess and mitigate potential threats to clients' financial objectives.
  • Streamlining processes for gathering client financial information, significantly improving efficiency and accuracy.
  • Participating in professional development opportunities to stay abreast of industry trends and regulations.
  • Maintaining meticulous records of client interactions and financial recommendations, upholding data protection laws.
  • Delivering exceptional client service by addressing queries and providing clear, concise information.
  • Daily use of Provider Platforms and back office systems.

The role offers a very competitive salary and range of benefits and is available immediately.

Company 

The Coast Partnership Ltd

Location 

Ware

Employment Hours 

Full Time

Employment Type 

Permanent

Salary 

£40,000 - £50,000 Per Annum

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