At a Glance
- Tasks: Administer a range of private client pension and investment products while supporting financial planners.
- Company: Established IFA practice with a strong reputation in Norwich.
- Benefits: Competitive salary, comprehensive benefits, and opportunities for professional growth.
- Other info: Immediate start available with a focus on efficiency and client satisfaction.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial administration and strong communication skills.
The predicted salary is between 31500 - 38500 £ per year.
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 Norfolk employer: The Coast Partnership Ltd
Join a dynamic and supportive team as a Funding Manager in our specialist lending operation, where your expertise will be valued and your contributions recognised. We offer a collaborative work culture that prioritises employee growth through continuous learning opportunities and mentorship, all while being located in a vibrant area that fosters innovation and creativity. With competitive benefits and a commitment to work-life balance, this role is perfect for those seeking meaningful and rewarding employment in the financial sector.
