Sales Support - Financial Services

Posted 14 March by Exchange Street Financial Services Easy Apply

Our client, an established wealth management organisation with a presence across the UK and an outstanding reputation for their portfolio management proposition, is currently looking to recruit an individual to work within their intermediary support team in Cheshire.

As part of a division offering an established and successful investment platform to clients via the IFA market, the role will involve liaising with external practices to deal with any queries and provide product information in addition to general investment administration such as the processing of new business and opening accounts. They will also have contact with clients and introducers so it is vital that applicants have excellent relationship management skills.

The company is flexible on the background of any applicant although do expect them to have either a background working in a support position within a life office or alternatively as an administrator within an IFA practice. Graduates looking to commence a career within Financial Services will also be considered. Although heavily investment focused the firm will offer ongoing training and development on both the primary product area and systems.

This is a fantastic opportunity to join an organisation that not only is performing well in difficult market conditions, but also offers a genuinely supportive and friendly team environment. They are firmly in expansion mode and beginning to widen the scope of services they provide to their individual, corporate and institutional clients. Therefore opportunities for progression abound.

The role offers a competitive basic salary and benefits package to attract the highest quality candidates. They also fully support individuals through professional qualifications.

Reference: 34067186

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