Senior IFA Sales Support

Reed Insurance
Isle Brewers
11 Feb 2018
21 Feb 2018
Contract Type
Full Time
I have the pleasure of working with a small and growing financial planning firm, part of a Chartered Accountancy Practice in Taunton who now require additional support within their IFA Admin function.

Do you want to be part of a successful team and take the lead in a senior administration position?

Perhaps you have worked in a technical Paraplanning postion but would like to take a step back whilst still sharing and utilising your knowledge? You may be ready for the next step but it’s not available to you in your current firm?

This is a really exciting opportunity for an individual who wants to progress and challenge themselves in an environment that will support you with financial qualifications and to really make the most of your existing knowledge.

The purpose of your role will be to provide full support to two IFA’s alongside a Paraplanner as well as being the go to for the rest of the team. This means you will need to have experience previously working for an IFA in a technical capacity ideally with strong pensions and investments knowledge.

This role offers genuine career progression should you seek it as study toward financial qualifications is encouraged and training will be given.

In return you will receive a fantastic salary offering for the local area, onsite parking, good holiday entitlement and the opportunity to work for a friendly and vibrant firm where you can really push forward with your career.

I am looking to short list for this positon ASAP so please contact me at your earliest convenience on 0117 930 4820 an email an up to date CV to

Reed Specialist Recruitment Limited is an employment agency and employment business

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