IFA administrator, Sales Support
My client is a leading Financial organisation that offers true financial planning advice to a diverse range of clients across the country. Due to expansion of the team, they require a financial planning administrator, sales support to join the team. You will mainly be providing support to the Head of Wealth and the team of financial planners, mainly to HNW individuals. You will prepare valuation reports, maintain internal data bases, process new business and deal with both internal and client queries. You will navigate and transact on financial provider's websites, attaining policy information from providers etc. To be considered you must have an understanding of the market and compliance requirements, with the ability to manage time effectively, maximising the profitability of your work and be highly organised. You will be committed to personal development and the development of your technical skills. Excellent systems/ IT knowledge is important, ideally with Adviser Office experience/Iress. Suitable candidates will currently be working within a financial planning team with experience providing support to advisers in similar duties ideally within an IFA practice. In return you will be offered a competitive salary, benefits and bonus with the opportunity to progress. They will highly invest in you so continual training will be provided should you want to be a paraplanner in future. To be considered for this rare job, please upload your CV ASAP or call Alison Curran on 01315501125 to discuss in more detail.