Jobs from The Coast Partnership Ltd

This is an entirely new opportunity ! A 1st class position has just been created within a successful and extremely friendly Accountancy/Wealth and Asset Manager based in Colchester. Working 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 pro

This is an entirely new opportunity ! A 1st class position has just been created within a successful and extremely friendly Accountancy/Wealth and Asset Manager based in Colchester. Working 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 pro

A new position has arisen within an established, well appointed Lender based in central London. The role of Commercial Mortgage Case Manager To manage all new loan applications through to completion. This will be achieved through establishing and maintaining positive relationships with all internal & external stakeholders, learning and understanding lender criteria, to deliver criteria updates to

An outstanding new role has arisen for an experienced and Technically proficient Paraplanner to join a respected Wealth Manager/IFA . This is a superb IFA Paraplanner opportunity within one of the most friendly and long established HNW practices we have dealt with in over 25 years. Key Responsibilities: Assisting a high producing IFA Principal. Dealing with Wealthy private clients portfolio's. Att

A 1st class position support has just been created within a successful and extremely friendly IFA Wealth and Fund Manager based close to Chelmsford. This would suit an individual with at least 12 month Investment or IFA Administration experience. Working largely from the offices, the role encompasses a full range of technical support administration and suitability report writing. Duties Include: A

A rather exciting new position has just been created within a successful and extremely friendly IFA Wealth Manager based in Colchester. Its a busy support position, but is highly progressive and supportive with your longer term plans i.e Diploma study. Working largely from the offices ( with some hybrid working) the role encompasses a full range of technical support administration and suitability

This is a part time role (approx 15 hours per week). To provide administrative support to the Account Manager and Team, ensuring a high-level service is provided within the accounting function. Person Profile A motivated individual who can work within a team or alone. With a high-level understanding of Excel, the person must be comfortable working with numbers and attention to detail. They must be