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Jobs

IFA Sales Support Administrator

Full Time   Salary: £30-£35k

London   Financial Services

 

We are recruitting for one of our clients who are a successful and  long-established privately owned IFA based in the city of London.

Due to expansion, they are now looking for an administrator to join their existing support team. The role will be to join the team that provide support to the chartered financial wealth advisers.

Duties will include-

  • processing new business,
  • checking paperwork before proposals are submitted,
  • valuations, and general admin support. 

Candidates must have experience of working in a sales support capacity within an IFA or wealth management business.

Progression towards diploma and experience of using intelligent or adviser office would be a distinct advantage.

This is fantastic opportunity to join a leading private wealth management business and would suit someone with excellent attention to detail and who is looking for a long-term back office career within Financial services.

Please get in touch for further information! 

 

 

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