IFA Sales Support Administrator

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A1stclasspositionsupporthasjustbeencreatedwithinasuccessfulandextremelyfriendlyWealthandAssetManagerbasedinHertfordshire.Thiswouldsuitanindividualwithatleast12monthInvestmentorIFAAdministrationexperience.Workinglargelyfromtheoffices(withsomeflexibilityforhybridworking)theroleencompassesafullrangeoftechnicalsupportadministrationandsuitabilityreportwriting.DutiesInclude:AdministrationofafullrangeofPrivateclientPensionandInvestmentproducts.Coordinatingwithexternalprofessionals,suchassolicitorsandaccountants,toprovideaholisticservicetoclients.Assistinginthetrainingofnewstaff,sharingknowledgeandbestpracticesinsupport.Conductingcomprehensiveresearchonfinancialproductstosupportplannersinmakinginformedrecommendations.Implementingriskanalysistechniquestoassessandmitigatepotentialthreatstoclients'financialobjectives.Streamliningprocessesforgatheringclientfinancialinformation,significantlyimprovingefficiencyandaccuracy.DailyuseofProviderPlatformsandbackofficesystems.Theroleoffersaverycompetitivesalaryandrangeofbenefitsandisavailableimmediately.JBRP1_UKTJ
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Location:
Ware
Job Type:
FullTime

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