Senior IFA Sales Support

Posted 1 week ago by REED Insurance Featured
My client is a successful specialist IFA practice in the beautiful area of Solihull, who are seeking a Sales Support professional with an established background in Financial Services. With over £120million Funds Under Management, and current new business forecasts of over £20million, they advise a niche book of clients across Pensions, Investments, Bonds, Unit Trusts, Protection, Mortgages and Life Assurance.

On a day to day basis, you will be responsible for assisting the Office Manager with writing suitability reports, new business submission, preparation of valuations, liaising with clients, producing quotes and helping run the office.

If you have Financial Planning Administrative experience, this role is for you. In return you will receive a salary of between £20-30k based on experience and qualifications, company benefits including a Pension Scheme and more, plus Financial Support with exams.

Reed Specialist Recruitment Limited is an employment agency and employment business

Application question

Are you experienced in IFA Sales Support?

Reference: 34479540

Bank or payment details should not be provided when applying for a job. is not responsible for any external website content. All applications should be made via the 'Apply now' button.

Report this job