You will be responsible for the administration of a variety of financial services products including investments, pensions and life products. You will be speaking to a variety of companies obtaining quotes and information for clients. Duties will include; processing new business requests, answering telephone calls, preparing valuations and greeting clients.
We are looking for someone with experience of working in Financial Services with 1-¬2 years minimum experience within an IFA environment. Both individual and corporate experience would be an advantage.
You should be accustomed to liaising with clients and providers via telephone and face to face. You should also be proficient in Microsoft office. Excellent communication skills together with a motivated and enthusiastic attitude are essential.
In return, you will receive a competitive salary and excellent benefits package along with the chance to progress your career within a prestigious firm. If you are currently an IFA Sales Support looking for an exciting career move, then contact Lynn Wilson on 0141 241 4700
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