Sales Support/Advisor Support

Placed: 06/12/17
Region: United Kingdom
Category: Jobs


Content of the advertisement:

A unique opportunity has arisen for an experienced Sales Support Administrator to join this well established Financial Advisers based in Witham. We are looking for someone who is currently supporting or has previously supported a financial advisor and is looking to take the next step in their career. My client offers progression with a clear pathway into Paralplanning, they also assist and encourage professional qualifications.

Working closely with the IFAs you will be providing high quality day to day specialist financial support.
Collate and manage information and facts for client meetings
Process applications and servicing matters
Letters of authority
Investment Wrap platform

To be considered for this position you must have at least 2 years advisor support, dealing with all administration and compliance. They are FCA regulated so you will need to be up to speed with all regulations

Price / Salary: £20000 - £25000/annum