IFA Sales Support

Reed Insurance
18 Mar 2017
17 Apr 2017
Contract Type
Full Time
I am recruiting for a brand new position for a well-respected IFA based in Plymouth.

My clients provides financial guidance to individuals and businesses alike.  They’re completely independent of any financial institutions, and offer financial products from across the whole of the market.

Due to extensive growth across the business they now require additional support and are looking for an individual who holds Financial services experience in a support function who is looking for their next step within the industry. 

Duties will include :

Liaising with clients and providers to gather information to enable reports to be produced
Assisting with financial analysis
Ensuring data is accurately updated and recorded
Completing all relevant paperwork
Providing a high level of customer service at all times 

Ideally you will have worked in a similar role / environment

We are looking for an individual who is eager to learn, full training will be given for candidates looking to take the next step in their career.

Full exam support is given and clear, genuine career paths are on offer for someone looking to make the move into a more technical role.

Please contact me today for more information on 0117 930 4820 or email an up to date CV to beth.green@reedglobal.com

Reed Specialist Recruitment Limited is an employment agency and employment business