Our instruction from this leading and well established Financial Planning business is based in Marlow is to assit them recruit for experienced IFA sales support Administrator. This role will lead into a Paraplanning should this be something you wanted. Exam and training given.
You will provide technical support to their top advisers and clients and have good Investment and Pensions knowledge. The successful candidate will be an experienced sales support/paraplanner, confident in dealing with HNW clients, with a first class track record in providing sales support to advisers. You will be working toward the Diploma qualification and will have some Financial Services qualifications, with strong knowledge of all investment and pension's products.
If you are looking for the next move in your career, get in touch to find out more about this and other roles we are working on.
- Financial Services
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