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IFA Sales Support

Posted 13 February by Reed Insurance Easy Apply Featured Ended
Are you an IFA Administrator looking for your next varied and challenging role?

I am working with a successful and growing firm in Bridgend who due to substantial growth now require additional administration support. You need to have experience working in a whole of market environment and in return you will receive a strong benefits package and genuine opportunity to progress within your career in financial services.

Duties will include processing applications and maintaining the data base, managing the client service proposition and written and electronic communications, answering the telephone and general administrative duties.

Ideally you will possess the following :

• Experience within an IFA environment
• Financial Planning Certificate desired but not essential
• Further CII qualifications also beneficial
• Proficient with Microsoft Office

Please contact me as soon as possible to discuss this opportunity and next steps - / 0117 930 4820 

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 34467293

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