via reed · 28 May 2026 ·8 days ago

Trainee IFA Sales Support

The Coast Partnership Ltd
Ware Full-time GBP 25,000 – 27,000
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A 1st class position support has just been created within a successful and extremely friendly Wealth and Asset Manager based in Hertfordshire.

This would suit an individual with a Business /Economics or Finance degree looking to get into the Financial Services industry

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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