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

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IFA Sales Support Administrator

The Coast Partnership

Ware, England, United Kingdom

Ware, England, United Kingdom

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À propos

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

Compétences linguistiques

English

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