IFA Sales Support

Posted 8 November by JohnstonGreer Ltd

£23,000 to £29,000 plus bonus, benefits and exam support

IFA Sales Support required by this prominent Wealth Management firm that provides advice to company directors, professionals and other HNW individuals. They have built a reputation for delivering efficient service and high quality advice to a wide range of clients across retirement planning, investments and tax.

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

Applicants must have experience of working in a Life and Pensions environment and have excellent communication skills. This is a fantastic opportunity for a junior administrator to join a firm that offer a full range of benefits including exam support for those who wish to acquire the relevant industry qualifications.

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

Required skills

  • Investment
  • Pensions
  • Administration

Application question

Have you worked in a financial services environment?

Reference: 33753722

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