IFA Sales Support - Nantwich

James Phillip Financial Recruitment
19 Mar 2017
18 Apr 2017
Contract Type
Full Time

We have just taken on a new client, highly successful IFA practice. They are now seeking an IFA Sales Support candidate (minimum 2 years).

Responsible for managing day to day administration duties covering all pre and post-sale enquiries , duties to include, but not restricted to:

    • Prepare valuations of clients’ investment and pension plans.
    • General Administration tasks to assist Paraplanner and IFA
    • Produce new business illustrations.
    • Submit and progress new business applications.
    • Liaise with clients and keep them well informed.
    • Maintain internal registers and databases.
    • Assist in the continual improvement of our processes.
    • Assist the team with other tasks as required

The candidate should have the following:

Will have the financial planning certificate (Level 3) or at least a couple of exams towards it. Salary will reflect.

Working in a small office, a sense of humour and the ability to adapt to the many challenges of a busy environment are a must.

Salary: between £19k - £22k plus bonus.

27 days holiday

Benefits package and exam support for CII qualifications.