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.
AMRT1_UKTJ ...
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Location:
Ware, Hertfordshire
Salary:
£30,000
Job Type:
FullTime
Category:
Customer Service & Support

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