img
Permanent

IFA Sales Support Administrator

Manningtree
money-bag 25000.00-25000.00 Annual
3085441058
Posted Yesterday

A 1st class position has just been created within a successful and extremely friendly Wealth and Asset Manager based in Essex.Working largely from the offices the role encompasses a full range of technical support administration and suitability report writing.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.Participating in professional development opportunities to stay abreast of industry trends and regulations.Maintaining meticulous records of client interactions and financial recommendations, upholding data protection laws.Daily use of Provider Platforms and back office systems.The role offers a very competitive salary and range of benefits and is available immediately.

Other jobs of interest...

The Coast Partnership Ltd
WareYesterday
money-bag30000.00-30000.00 Annual
Trinity Resource Solutions
BuckinghamshireYesterday
money-bag30000.00-30000.00 Annual
Blakemore Recruitment
St. AlbansYesterday
money-bag30000.00-30000.00 Annual
The Recruitment Group
Banbury
money-bag28000.00-28000.00 Annual
TALENTOMETRY LIMITED
Cambridge4 days ago
money-bag65000.00-65000.00 Annual
Ideal Personnel & Recruitment Solutions Limited
Oxford5 days ago
money-bag10000-500000 Annual
Michael Page
Harpenden1 week ago
money-bag27000.00-27000.00 Annual
Ideal Personnel & Recruitment Solutions Limited
Bletchley1 week ago
money-bag10000-500000 Annual
Ideal Personnel & Recruitment Solutions Limited
Cambridge1 week ago
money-bag10000-500000 Annual
IN2-AV Recruitment
Essex2 weeks ago
money-bag25000.00-25000.00 Annual

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!