IFA Sales Support

Posted 25 January by JohnstonGreer Ltd

IFA Sales Support

£19,000 to £25,000 plus benefits, bonus and exam support

IFA Sales Support Administrator required by this highly acclaimed firm of Financial Planners that provides expert financial advice and exceptional levels of service to HNW individuals and businesses. Due to ongoing expansion, they now require an additional administrator to join the support and technical team.

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

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

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

  • Administrative Support
  • Financial Services
  • General Administration
  • Sales Support
  • IFA Sales Support

Application question

Do you have experience within the financial sector?

Reference: 34317279

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