The Coast Partnership Ltd
Senior IFA Support Administrator
Senior IFA Support Administrator at The Coast Partnership Ltd, based in Ware, South East England, paying £40,000 - £48,000 per annum. This is a permanent role.
- Pay
- £40,000 - £48,000 per annum
- Hours and contract
- Permanent · On site
- Location
- Ware, South East England
- Closing date
- Sector
- Finance & Accounting
- Immediate start
23% below the typical rate for finance & accounting
Reference 57482277
About the role
A hugely reputable and long established IFA practice are keen to appoint an experienced IFA Sales Support technician to support a leading individual.
This would suit a suitably skilled individual with at least 4 years IFA Administration experience ( rather than from a provider).
Working largely from the offices, 4 days usually, the role encompasses a full range of technical support administration and assisting the paraplanners.
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.
One of the warmest and people friendly IFA's in the area.
Reference: 57482277 · Posted 4 days ago · Closes 2 Dec 2026 · Listed via The Coast Partnership Ltd
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