via reed · 23 June 2026 ·4 days ago

IFA Sales Support Administrator

The Coast Partnership Ltd
Rayleigh Full-time
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A long established IFA practice are keen to appoint an experienced IFA Sales Support technician.

This would suit an individual with at least 12 month Investment or IFA Administration experience.

Working largely from the offices ( with some flexibility for hybrid working) 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.

  • Daily use of Provider Platforms and back office systems.

The role offers a very competitive salary and range of benefits and is available immediately.

This listing is from reed. View original listing ↗

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The Coast Partnership Ltd

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