Inelliflo or Avelo / Adviser Office

Posted 3 April by Recruiting UK Easy Apply

Highly regarded financial services organisation is interviewing for an IFA Sales Support position in their Glasgow city centre office.

This role involves supporting the Advisers and the Paraplanning team in relation to quotes, new business processing, fee / commission tracking and information / data gathering for Clients.

Candidates will have relevant experience gained in an IFA or similar financial services environment with experience of back office systems e.g. Intelligent Office or Adviser Office

Progression towards industry qualifications is advantageous but not essential.

Required skills

  • Financial Services
  • Paraplanning
  • Independent Financial Advice
  • Sales Support

Reference: 34819732

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