Verified Job
Clerical - Administrative
IFA Administrator
Clerical - Administrative
#37082
Remote / WFH
The Coast Partnership Ltd
Job Description
Posted: 31/05/26 Recruiter: The Coast Partnership Ltd Reference: 3114252873 Type: Permanent Salary: £30,000 - £33,000 Annual Location: Colchester, Essex Description:
This is an entirely new opportunity !
A 1st class position has just been created within a successful and extremely friendly Accountancy/Wealth and Asset Manager based in Colchester.
Working 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 competitive salary and range of benefits and is available immediately.
This is an entirely new opportunity !
A 1st class position has just been created within a successful and extremely friendly Accountancy/Wealth and Asset Manager based in Colchester.
Working 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 competitive salary and range of benefits and is available immediately.
