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IFA Sales Support

Posted 10 April by Blakemore Recruitment Easy Apply Ended

A leading Wealth Manager is currently seeking an IFA support administrator to join their busy and growing team due to expansion and increased business levels.

You will be working as part of a team supporting IFA's in the London Office.

Additional duties will include day to day administration i.e. processing new business applications, chasing outstanding information, research reviews and renewals and dealing with external companies.

The ideal candidate will be working as an IFA administrator currently and be looking to expand their career.

To provide pre and post-sales support to the Financial Advisers. To ensure that Client documentation/requests are accurately processed and completed within the required time scales; and in accordance with the compliance guidelines as defined by the firm. To provide a high level of support to clients in an efficient, compliant and professional manner.

Knowledge of Intelligent Office is desirable.

Excellent salary and career path on offer and fantastic company culture and atmosphere.

Required skills

  • Client Services
  • Financial Services
  • Paraplanning
  • IFA
  • Sales Support

Reference: 34866302

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