IFA Sales Support - Wealth Management London

Coast Specialist Recruitment
City of London, London
16 Jun 2017
16 Jul 2017
Contract Type
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.