A 1st class position has just been created within a successful and extremely friendly Wealth and Asset Manager based in Hertfordshire. 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. 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. Delivering exceptional client service by addressing queries and providing clear, concise information. Daily use of Provider Platforms and back office systems.