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IFA Sales Support

Posted 9 February by Reed Insurance Easy Apply Featured Ended
I am working exclusively with a Chartered Accountancy firm who now require additional support for a friendly and busy IFA! Part time or full time considered as well as flexible working hours!

Do you hold IFA Administration experience and looking for a change of pace where you can make a difference?

This is the perfect opportunity for a pro active and organised individual who wants further exposure to Financial Services, I am short listing CV’s now so if you would like to find our more and express your interest please contact me today on 0117 930 4820 and email an up to date CV through to

Full time or part time

• Become the initial point of contact for the firms clients. This will require rapid familiarisation with “key client” histories – client requirements / preferences etc.

• Work towards full proficiency on the Bluecoat Finplan (Clarity) client management system (training available).

• Maintain full audit trail of client dealings on the Clarity database: meeting acknowledgments, terms of engagement, factfinds, advice communications, telephone and e-mail records, portfolio valuations, policy renewals etc. and create records as required.

• Attain a working knowledge of the IRIS system so as to maintain ongoing records of adviser / administrator chargeable time.

• Diary management

The successful candidate will hold experience of working in a financial services environment, dealing with life offices, investment firms and HNW clients.

If you hold experience of the below it would be a massive benefit, however not essential as full training will be given.

• Working knowledge of IRIS, Clarity

• Knowledge of full range of advice available.

Crucial skills for this position include:

• Communication skills – telephone, e-mail, short client meetings.

• Computer literacy – MS Word, Excel

To express an interest please contact me today on 0117 930 4820 and email an up to date CV through to

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 34438544

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