A long established IFA practice with a sizeable operation are keen to appoint an experienced IFA Sales Support for their Norwich office
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.
- Daily use of Provider Platforms and back office systems.
The role offers a very competitive salary and range of benefits and is available immediately.
IFA Administrator in Norwich employer: The Coast Partnership Ltd Careers
Join a prestigious law firm in London that values its employees and fosters a supportive work culture. As a Conveyancing Assistant, you'll benefit from comprehensive training, opportunities for career growth, and the chance to work alongside experienced professionals in a dynamic environment. With the potential for hybrid working after your probation, this role offers a perfect blend of professional development and work-life balance.
Contact Details:
The Coast Partnership Ltd Careers Recruitment Team
