About this role
A long established IFA practice are keen to appoint an experienced Senior IFA Sales Support Administrator.
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.
- Daily use of Provider Platforms and back office systems.
The role offers a very competitive salary and range of benefits and is available immediately.