The Coast Partnership Ltd
A 1st class position has just been created within a successful and extremely friendly Wealth and Asset Manager based in Essex.
Working largely 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 very competitive salary and range of benefits and is available immediately.
To apply for this job please visit www.reed.co.uk.
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