The Coast Partnership Ltd

A 1st class administrative opportunity has arisen for an experienced IFA Sales Support technician to join a hugely successful and well established IFA Organisation in Bury St Edmonds. Main Duties and Responsibilities: To process a range of personal investments/Pensions ( GPP and Occupational) To promote and always work towards delivery of Client Best Interest outcomes. To always ensure adherence to policy and procedures, with distinct regard and compliance with the Conflict-of-Interest Policy and Inducement and Incentive policy. To take responsibility for own performance and to identify personal development areas. Assist the wider team and business with your knowledge on an ad hoc basis where business needs require. Ensure awareness and compliance of regulatory responsibilities and ensuring that the consumer outcomes are at the core of work. Support the team to ensure that all advisers supply a full compliant file to the administration team before processing any new business. All clients must be entered onto the back-office system Submit pension and investments to providers online (via providers website) or by post. Chase providers on the progress of business in a timely and effective manner. We are keen to receive applications from experienced Pension/Investment administrators who are keen to join a large and progressive IFA practice. Interviews are available immediately.

There are over 200 live vacancies in the London area for paraplanners, but this particular one is a rather niche opportunity with a High Net Worth Specialist IFA in prestigious City of London offices. Paraplanner - London (near Bank) Up to £60,000 Hybrid working Are you an experienced Paraplanner looking to join a forward-thinking wealth management firm in the heart of the City? This is a fantastic opportunity to become part of a collaborative and growing team, working closely with Financial Advisers to deliver client-focused advice. The Role: Based centrally, you will support two Advisers across the full advice process, from research and report writing through to recommendations and client reviews. You'll play a key role in ensuring suitability reports are technically robust and compliant, while helping to deliver an exceptional client experience. Key Responsibilities: Preparing detailed suitability reports across pensions, investments and protection Conducting technical research and analysis to support advice recommendations Liaising with Advisers, administrators and providers Ensuring all work meets regulatory and compliance standards To be considered for this paraplanner opportunity: At least Diploma Level 4 ( though ideally Chartered status) Previous experience as a Paraplanner within an IFA / wealth management firm Strong technical knowledge across pensions and investments The role is offered on a hybrid basis ( 3 days working from the offices) and is available immediately. Please contact us for immediate consideration.

Specialist Lending Case Manager This is a new permanent position within a specialist real estate loan processing/Case Management team. Dealing with BTL, Bridge and Commercial property. To take ownership of submitted applications, driving excellent customer service & proactively prioritising to business requirements Maintain excellent product and criteria knowledge Work towards agreed SLAs - both individually and in your team Able to take ownership and drive delivery of performance Adhere & embody all industry regulations and standards To liaise with team leader on all case issues Provide feedback on team, other departments, competitors, lenders and introducers Identify and champion areas of improvement and training for company and team Positive and encouraging attitude To adhere fully to company handbook and policies Reasonably anticipate, minimise and manage operational risk. The role would suit an experienced individual with Mortgage/BTL or ideally some Bridging knowledge and is available immediately for interview. The position is based in Tamworth ( on a Hybrid basis) .

A brand new role have developed within a specialist Mortgage/Wealth planner. You will be joining a small, friendly team providing top quality residential Mortgage and Protection administration support to the advisers and their clients. You will be a strong team player, but also able to work independently using your initiative. You must possess excellent organisational skills with the ability to work to tight deadlines and handle multiple tasks simultaneously. The Role: Processing/administering a high volume of residential mortgages. Dealing with adhoc queries from Mortgage/Protection Advisers/Clients/Providers Tasks to be recorded and maintained via back-office systems Maintenance of client files Postal activity (incoming/outgoing) New business processing (Online/Post) Loading relevant data on to back office Processing Letters of Authority Liaise with 3rd Party Providers & Paraplanners Preparing Client Meeting Packs Gather quotes / illustrations / Fact Sheets / Order Projections Update advisers & clients of progress on New Business cases Maintenance of all client policy data This position is available immediately and is full time in the offices ( based in South Essex) Interviews are available immediately.