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IFA Sales Support Administrator in Ware
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The Coast Partnership Ltd
IFA Sales Support Administrator

IFA Sales Support Administrator in Ware

Ware Full-Time No home office possible
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The Coast Partnership Ltd

A1stclasspositionsupporthasjustbeencreatedwithinasuccessfulandextremelyfriendlyWealthandAssetManagerbasedinHertfordshire.

Thiswouldsuitanindividualwithatleast12monthInvestmentorIFAAdministrationexperience.

Workinglargelyfromtheoffices(withsomeflexibilityforhybridworking)theroleencompassesafullrangeoftechnicalsupportadministrationandsuitabilityreportwriting.

DutiesInclude:

  • AdministrationofafullrangeofPrivateclientPensionandInvestmentproducts.
  • Coordinatingwithexternalprofessionals,suchassolicitorsandaccountants,toprovideaholisticservicetoclients.
  • Assistinginthetrainingofnewstaff,sharingknowledgeandbestpracticesinsupport.
  • Conductingcomprehensiveresearchonfinancialproductstosupportplannersinmakinginformedrecommendations.
  • Implementingriskanalysistechniquestoassessandmitigatepotentialthreatstoclients\’financialobjectives.
  • Streamliningprocessesforgatheringclientfinancialinformation,significantlyimprovingefficiencyandaccuracy.
  • DailyuseofProviderPlatformsandbackofficesystems.

Theroleoffersaverycompetitivesalaryandrangeofbenefitsandisavailableimmediately.

The Coast Partnership Ltd

Contact Detail:

The Coast Partnership Ltd Recruiting Team

View The Coast Partnership Ltd Profile
IFA Sales Support Administrator in Ware
The Coast Partnership Ltd
Location: Ware

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