A long established IFA practice with a sizeable operation are keen to appoint an experienced IFA Sales Support for their Colchester office

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.