IFA Relationship Associate

Recruiter
Anthony Alexandra
Location
Dormans Park
Posted
11 Jan 2018
Closes
12 Feb 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Are you looking to further your career as an IFA Relationship Associate within the Financial Services sector?

Anthony Alexandra are working in alliance with a well-established Financial Advisory firm who is seeking for an IFA Relationship Associate based in Sussex area. Our client is now currently recruiting on a strong work ethic, motivated and professional IFA Relationship Associate with experience of providing support to Financial Advisers and clients of the firm.

This role is appropriate to an IFA Relationship Associate who wants to progress, to assist with the development of a growing team that deals with a wide range of Financial Services products. Furthermore, candidates will be required to have numerous amounts of duties; these responsibilities entail: -

  • Provide support to Financial Advisers
  • Preparation of correspondence including letters and emails
  • Liaise with clients and providers
  • Update client details using back office systems

This is an ideal opportunity if you are looking to build upon your existing skills, knowledge and experience within the Financial Services sector. Consequently, the skills and experience that our client is searching for includes: -

  • Over 4 years’ experience working within Financial Services or IFA environment
  • Achieved professional qualifications or working towards
  • Experience using back office systems such as Voyant
  • Good general knowledge of all Investments, Pensions and Protection Products

There are many benefits in which Anthony Alexandra clients will provide. You will have a salary £28,000 - £30,000. Additionally, there will be yearly bonuses.