IFA Sales Support Administrator
Our clients are a successful and rapidly expanding IFA based in the city. Due to expansion they are now looking for an IFA Sales Support Administrator to join their existing support team and provide administration support to the Independent Financial Advisers. Duties will include checking paperwork before proposals are submitted, valuations, Investment administration, processing new business and admin support to assist in completing basic recommendation letters. Candidates must have some experience of office administration within an IFA or financial adviser business. Financial planning qualifications would be a distinct advantage and preferred although not mandatory. This is an excellent opportunity to join a successful and stable wealth management business and would suit a professional and reliable individual who works well under pressure.