A rather exciting new position has just been created within a successful and extremely friendly IFA Wealth Manager based in Colchester.

Its a busy support position, but is highly progressive and supportive with your longer term plans i.e Diploma study.

Working largely from the offices ( with some hybrid working) the role encompasses a full range of technical support administration and suitability report writing.

Duties Include:

• Client Support/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.
• Delivering exceptional client service by addressing queries and providing clear, concise information.
• Daily use of Provider Platforms and back office systems.

The role offers a very progressive future and is available immediately.