Advisor Sales Support - IFA
Do you have excellent IFA Support skills gained within Financial Services, and are you looking for a career change? Look no further as we have the right opportunity for you.
Our client is a leading Financial Services company in the UK and they are on the hunt for a bright, enthusiastic and customer focused individual to join their team as Client and Advisor Support. Key responsibilities include working closely with Wealth Planners playing key role in ensuring that planners and clients are fully supported through the new business process. You will also be doing a range of administrative tasks such as ensuring paperwork, files and operating systems are kept up to date, ensuring accuracy and compliance.
To be considered for this role you’ll need to have sales support experience within Financial Services and strong administration skills. Our client would really like to hire somebody who is willing to study for the CII Certificate in Financial Administration. You’ll have strong administration skills and excellent customer skills, and those who have experience of personal pensions, ISA’s, general investment accounts and on-shore bonds will be of particular interest.
If this sounds like the ideal role you please apply today.