IFA Sales Support

Reed Insurance
Cardiff, South Glamorgan
15 Jun 2017
15 Jul 2017
Contract Type
Full Time
I am actively recruiting for a well established independent financial advice business operating alongside a highly regarded Chartered Accountancy practice. Their clients range from individuals to large companies and advice takes a holistic approach based around each of their clients’ goals.

Do you want to be part of a growing business that will support you fully in regards to qualifications and career progression?

This would be a great role for someone with experience of working within an IFA/financial planning company to join an expanding organisation with the ability to develop their role over time through further training and qualifications. You will work closely with the company’s Director as well as the rest of the financial planning team to provide excellent client support.

This is a key role within the business, ensuring that both the team and clients are fully supported when processing new business and ongoing servicing, ensuring paperwork, files and operating systems are kept up to date, accurate and compliant. You will support the Director in arranging client reviews and also

We are looking for:
• Administration experience gained within an IFA/Financial Planning company
• Strong administration skills
• Good product knowledge, ideally covering the full range of products offered
• Excellent customer services skills
• Strong organisational skills with the ability to work with a high level of accuracy
• Excellent communication skills both verbal and written.
• Good computer skills, proficient in Word and Excel

Shortlisting for interview is happening now so please do no delay in contacting me to discuss this position. Please call 0117 930 4820 and email your CV through to beth.green@reedglobal.com

Reed Specialist Recruitment Limited is an employment agency and employment business