IFA Sales Support Administrator

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.