Lusona Financial Services are looking for experienced Sales Support Advisers or Client Relationship Managers to join a regional IFA based in Edinburgh.
The company are growing and due to increased business levels they have a requirement for additional support for their advisers.
With the team being made up of both private client and corporate financial planners they are open minded if your expertise lies in either, but you must have worked with financial advisors either in an IFA (independent financial adviser), restricted financial advisor, wealth management or similar environment.
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
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