IFA Sales Support Administrator -Stowmarket
Two excellent opportunities to join a growing IFA based in Stowmarket.
Our client is continuing to build a team of individuals who share the company’s passion for high quality, customer driven financial advice. The successful applicants will report to the Director.
Responsibilities include but not limited to:
- Working closely with the advising and paraplanning teams to coordinate the annual review process.
- 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 experienced IFA Support technicians with some Financial Services experience, excellent salary and benefits, apply now to find out more.