Job Description
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
Join a prestigious UK law firm located in the heart of the City, where you will thrive in a dynamic and supportive work environment. With a strong emphasis on professional development, this role offers excellent opportunities for growth within the Real Estate team, alongside a flexible hybrid working model post-probation. Experience a collaborative culture that values your contributions and fosters meaningful client relationships.
