Sales Support Adviser - IFA Practice
Lusona Financial Services are looking for experienced Sales Support Advisers or Client Relationship Managers to join a regional IFA based in Glasgow City Centre.
The company are growing and due to increased business levels they have a requirement for additional support for their advisers.
Responsibilities will include:
-Assisting advisers in managing client relationships
-Attending client meetings to support advisers and take notes
-Acting as a main point of contact and managing cases/tasks from start to finish
-Ensuring that paperwork is complete and compliant
-Research and preparation of client reviews
-Keeping tasks and case notes up-to-date
-Liaising with providers
-Customer service and telephone answering
Experience with Intelliflo is a prerequisite
For further information please call Laura Randall at Lusona