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Jobs

IFA Sales Support Administrator

Full Time   Salary: £30,000 - £35,000

South

 

The role:

Our client is the wealth management division of a large financial services business. They focus on providing holistic independent financial advice to HNW private individuals who are typically referred from within the business.

 

Following a recent successful expansion program, they are now looking to recruit an experienced and highly competent individual to join their sales support team.

 

Amongst other duties, you will be required to process new business, update client records, check paperwork before proposals are submitted, valuations, and general admin support.

 

It is essential that you have experience in a sales support role within an IFA or financial advice firm.

 

The position offer’s excellent career progression with full support for further professional exams. It also offers excellent career development options with the opportunity to progress to Paraplanning and IFA if required.

 

If you are adaptable ambitious dedicated and enjoy working in a team environment, and you want to continue your career within financial services please contact us for more details.

 

For more information please get in touch.

 0207 183 5697   |   07941 461 169   |   marvin.bates@dmdrecruitment.co.uk

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