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IFA Sales Support AdministratorThe Coast Partnership • Ware, England, United Kingdom
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IFA Sales Support Administrator

The Coast Partnership
  • GB
    Ware, England, United Kingdom
  • GB
    Ware, England, United Kingdom
Apply Now

About

A1stclasspositionsupporthasjustbeencreatedwithinasuccessfulandextremelyfriendlyWealthandAssetManagerbasedinHertfordshire. Thiswouldsuitanindividualwithatleast12monthInvestmentorIFAAdministrationexperience. Workinglargelyfromtheoffices(withsomeflexibilityforhybridworking)theroleencompassesafullrangeoftechnicalsupportadministrationandsuitabilityreportwriting. DutiesInclude: AdministrationofafullrangeofPrivateclientPensionandInvestmentproducts. Coordinatingwithexternalprofessionals,suchassolicitorsandaccountants,toprovideaholisticservicetoclients. Assistinginthetrainingofnewstaff,sharingknowledgeandbestpracticesinsupport. Conductingcomprehensiveresearchonfinancialproductstosupportplannersinmakinginformedrecommendations. Implementingriskanalysistechniquestoassessandmitigatepotentialthreatstoclients'financialobjectives. Streamliningprocessesforgatheringclientfinancialinformation,significantlyimprovingefficiencyandaccuracy. DailyuseofProviderPlatformsandbackofficesystems. Theroleoffersaverycompetitivesalaryandrangeofbenefitsandisavailableimmediately.
AMRT1_UKTJ ...
  • Ware, England, United Kingdom

Languages

  • English
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