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IFA Sales Support Administrator

Posted 26 February by Blakemore Recruitment Easy Apply Ended

Our client a leading Chartered Financial Planning Business is currently seeking an Experienced Sales Support Administrator to join their busy and growing team due to expansion and increased business levels.

You will be working alongside 2 Senior Planners providing excellent administration support. Duties will include day to day administration i.e. processing new business applications, chasing outstanding information, research reviews and renewals, dealing with external companies as well as assisting the Paraplanners.

You will be encouraged to progress toward CF/R0 exmas. The ideal candidate will be working as an IFA support currently and will be looking to progress their career with a really good understanding of the market and its product range.

Excellent salary and career path on offer.

Required skills

  • Paraplanning
  • Wealth Management
  • Client Administration
  • sales support administration

Reference: 34555455

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