via reed · 21 May 2026 ·20 days ago

IFA Sales Support Administrator

The Coast Partnership Ltd
Colchester Full-time GBP 30,000 – 35,000
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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 listing is from reed. View original listing ↗

The market for this type of role

Similar openings
17
Sales roles in Colchester
Full-time
80%
of Sales roles in the UK
Remote possible
4%
of Sales roles
The Coast Partnership Ltd

23 open positions · Bury St. Edmunds, City Of London, Colchester, East Sussex, Leigh-On-Sea +9

📊 Sales · the UK
2,599
active jobs
6.7%
Remote
Ø 2d
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