IFA Sales Support - Glasgow
This highly reputable financial advice firm is looking to expand it's technical support team in Glasgow. They are interviewing for an experienced IFA Sales Support administrator.
As an integral member of the support team, you will work closely with Advisers and Paraplanners to provide a comprehensive support function which can include quotes & illustrations, business processing, preparing client meeting information and updating client records using the back office system.
Candidates will have relevant experience gained in a financial advice firm, ideally with some progression towards Diploma. Experience of a back office system e.g. Intelligent Office or Adviser office would be highly advantageous.
This is an excellent opportunity with an impressive organisation.