IFA Sales Support

Posted 16 March by Search Consultancy

Leading Wealth Management advisory business require an experience IFA/Financial Planning Sales Support person to join their established team

Main duties and responsibilities

? Manage client advice reports; from issue to implementation stage
? Submission of new business application forms.
? Online quotations and other ad-hoc report research.
? Conduct quarterly Fund Research.
? Deal with telephone and email queries generated by clients or providers.
? Providing support to both the Paraplanners and Admin team.
? Preparation of relevant documents ahead of client meetings.
? Be compliant in all activities in accordance with regulations
of the FCA and any other relevant regulatory bodies.
? Other Wealth Management administration tasks as requested.

Experience and Skills

? Financial Planning exams desirable; CF level and above.
? 2 years minimum experience IFA administrator experience.
? Team player, who likes variety in their job and likes working in a small team, where the ability to work flexibly will be required.
? Excellent organisational skills
? Competent user of MS Office packages including Excel, Word, Outlook.
? Knowledge of Advisor Office (1st Software) desirable

The client offers a competitive basic salary, excellent benefits and a discretionary annual bonus.

Contact Nick Tagg at Search Consultancy for more details

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

Required skills

  • Investments
  • IFA Sales Support
  • Administrator

Application questions

Do you possess a minimum of 1 years financial services administration experience?
are you progressing towards Cert PFS status?

Reference: 34705725

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