Sales Support Adviser - IFA Practice

Posted 18 January by Lusona Consultancy (Group) Limited

Lusona Financial Services are looking for experienced Sales Support Advisers or Client Relationship Managers to join a regional IFA based in Glasgow City Centre.

The company are growing and due to increased business levels they have a requirement for additional support for their advisers.

Responsibilities will include:

-Assisting advisers in managing client relationships

-Attending client meetings to support advisers and take notes

-Acting as a main point of contact and managing cases/tasks from start to finish

-Ensuring that paperwork is complete and compliant

-Research and preparation of client reviews

-Keeping tasks and case notes up-to-date

-Liaising with providers

-Customer service and telephone answering

Experience with Intelliflo is a prerequisite

For further information please call Laura Randall at Lusona

Reference: 33360001

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