IFA Sales Support - Wealth Management London
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.