IFA Sales Support Administrator -Stowmarket

Recruiter
Coast Specialist Recruitment
Location
Stowmarket
Salary
18000.0000
Posted
14 May 2017
Closes
13 Jun 2017
Contract Type
Permanent
Hours
Full Time

Two excellent opportunities to join a growing IFA based in Stowmarket.

Our client is continuing to build a team of individuals who share the company’s passion for high quality, customer driven financial advice. The successful applicants will report to the Director.

Responsibilities include but not limited to:

  • Working closely with the advising and paraplanning teams to coordinate the annual review process.
  • Liaising with product providers to obtain information on clients’ pensions, investments and protection plans.
  • Using our fund research tool, Financial Express, to produce analysis on clients’ investments and pensions.

Fantastic opportunity for experienced IFA Support technicians with some Financial Services experience, excellent salary and benefits, apply now to find out more.