IFA Sales Support - Wealth Management London

Recruiter
Coast Specialist Recruitment
Location
City of London, London
Salary
26000.0000
Posted
16 Jun 2017
Closes
16 Jul 2017
Contract Type
Permanent
Hours
Full Time

An excellent opportunity to join a prestigious HNW IFA/Asset Management company in the centre of London.

The company are going through a period of growth and are continuing to build a team of individuals who share the company’s passion for high quality, customer driven financial advice. The successful applicant will report to the Operations Manager.

Responsibilities include but not limited to:

  • Working closely with the advising and research teams to coordinate the annual review process.
  • Preparing and producing client portfolio reports through our back office system, Intelligent Office.
  • Liaising with product providers to obtain information on client's pensions, investments and protection plans.
  • Using our fund research tool, Financial Express, to produce analysis on client's investments and pensions.

Fantastic opportunity for the chosen candidate with the necessary IFA Financial Services experience to join a great company excellent salary and benefits, apply now to find out more information about this role.