IFA Sales Support

JohnstonGreer Ltd
From £20,000 to £25,000 per annum plus benefits, bonus and exam suppor
20 Apr 2017
20 May 2017
Contract Type
Full Time

IFA Sales Support

£20,000 to £25,000 plus benefits, bonus and exam support

IFA Administrator required by this fee based firm of Financial Planners that provides advice to HNW Private Clients across retirement planning, investments and taxation. Due to an increase in workload they are looking to add to the support team based in the city centre.

You will be responsible for all new business processing, valuations, quotations, servicing of existing business, database management and platform work, whilst liaising externally with clients and providers and internally with IFAs and paraplanners.

Applicants must have sales support experience within an advice environment plus excellent administration and communication skills. The firm offers an excellent range of benefits which includes pension and bonus.

Please call Chris Johnston on 0131 292 0778. 

JohnstonGreer is a recruitment agency that specialises in the Actuarial, Life & Pension and Investment sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.