IFA Sales Support

We have just taken on a new client, highly successful IFA practice. They are now seeking an IFA Sales Support candidate (minimum 2 years).

Responsible for managing day to day administration duties covering all pre and post-sale enquiries , duties to include, but not restricted to:

    • Prepare valuations of clients’ investment and pension plans.
    • General Administration tasks to IFA.
    • Submit and progress new business applications.
    • Maintain internal registers and databases.
    • Assist in the continual improvement of our processes.
    • Assist the team with other tasks as required

The candidate should have the following:

Will have the financial planning certificate (Level 3) or at least a couple of exams towards it. Salary will reflect.

Salary: Up to £25k (negotiable and depending on experience)

Benefits package and exam support for CII qualifications.

Required skills

  • Financial Services
  • Investment
  • Investments
  • Paraplanning
  • Sales Support

Application question

Experienced sales support / admin support within financial services?

Reference: 34544469

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