IFA Sales Support

Recruiter
James Phillip Financial Recruitment
Location
Maidstone
Posted
12 Jan 2018
Closes
11 Feb 2018
Sector
Accountancy
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).

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 IFA.
    • Submit and progress new business applications.
    • Maintain internal registers and databases.
    • Assist in the continual improvement of our processes.
    • Assist the team with other tasks as required

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 £22k and £24k (negotiable and depending on experience)

Benefits package and exam support for CII qualifications.