IFA Sales Support

Recruiter
James Phillip Financial Recruitment
Location
London, South East England
Salary
27000.0000
Posted
10 Jul 2017
Closes
09 Aug 2017
Contract Type
Permanent
Hours
Full Time

We have just taken on a new client, highly successful IFA practice. They are now seeking an IFA Sales Support candidate (minimum 2 years). City of London based, near Fenchurch Street

Responsible for managing day to day administration duties covering all pre and post-sale enquiries , duties to include, but not restricted to:

    • Prepare valuations of clients’ investment and pension plans.
    • General Administration tasks to assist Paraplanner and IFA
    • Produce new business illustrations.
    • Submit and progress new business applications.
    • Liaise with clients and keep them well informed.
    • Maintain internal registers and databases.
    • Assist in the continual improvement of our processes.
    • Assist the team with other tasks as required

Joining a team of four other administrators, in a fun, bubbly and sociable office.

The candidate should have the following:

Will have the financial planning certificate (Level 3) or at least a couple of exams towards it. Salary will reflect.

Salary: between £24k and £28k (negotiable and depending on experience)

Benefits package and exam support for CII qualifications.