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The Coast Partnership Ltd Careers

Norwich / Global

IFA Administrator

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.

...

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